Topics with Label: Associations Reporting

PLEASE VOTE - Improvement for Project reporting

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4499

True/Total Income Produced By Tech formula and category missing!

True/Total Income Produced By Tech: On the dashboard I want another category for the technicians that takes the sales number, adds it to the productivity number, looks at the productivity number for jobs that are also sales by this specific tech and ...

mandatory splits

Can we figure out how to make splits mandatory. Maybe not allow the invoice/ job be exported without splits being done.

Resolved! Call Reasons are not showing up

When we pull reports, the Call Reason is not listed, but we are entering the job booking information correctly. Any help would be appreciated as to why we are not seeing this information.Thanks.

Resolved! Combining Campaigns by categories

Is there a way to combine campaigns by category? For example, is there a way to add all of our magazine campaigns under the "Printing Advertising" category? If not, does anyone have recommendations to organize (clean up) our campaigns without getting...

Project Reporting

It seems to me that project reports are linked & run off of the jobs. We start with projects and have information & billings go out before we have any labor on a job or even a job created. Also, we bill 100% off the project in our commercial sales bu...

Creating Custom Reports

Backstory: Fireplace & Chimney company. We have a current report that we love and want to keep. Although this format is through numbers on our apple products. Has anyone tried hiring a freelancer to basically code the document to upload it into servi...

Resolved! Viewing Timesheet edit

Hello All, Is there a report that will track who/when/what edits are made on timesheets in ServiceTitan? Thanks in advance

Project Labels to report on Material usage Demo

This is a Demo of how I'm using Project Labels to organize and clean up the materials coming to form our estimates. This feature is promising and there are still issues and opportunities for improvements.

Add Attachments to Task Managements

Feature Request: Is it possible to have an option to add attachments to Task Managements. Besides the notes/comment section to update task managements, I think visuals would be very helpful for my team to gather information on the progress of each ta...

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