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Office sold by estimates not moving over to invoice or reports

When our office follows up and sells an estimate and marks the estimate sold by the office employee the information does not move onto the invoice or into any reports as sold by the office employee. We spiff our office on follows that were not sold o...

rays1988 by New Contributor
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Missing Email for Monthly Statements

I know when you send statements via email from AR Management you get a list of customers with missing emails. This list only appears just before you send the emailIs and isn't printable. Is there a way to generate a report filtering customers with ba...

afranza1 by New Contributor II
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Task Code Time Frames

We use The New Flat Rate with ST. Each task code (in TNFR) is assigned a suggested/recommended time frame to complete. The time frames are based on a national average. For example, the task code to diagnose and replace a bad capacitor allows 45 minut...

danettad by New Contributor
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Discounts & Fees and Legacy Reports

We are looking to have the discounts and fees beta option be included somehow into the legacy reports for sales tax. We use Discounts and Fees on every job so when we run reports for sales tax it sounds like they are not showing up. Does anyone have ...

maria_fo by New Contributor
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Please Vote-SALES TAX REPORT

I have also posted this in the IDEAS platform. COMMUNITY-I-2486 We are located in Upstate New York and we have sales tax I am looking for a report that are total sales and taxable sales by county.The sales tax is determined by the amount of taxable s...

maria_fo by New Contributor
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We need your feedback on design of KPI templates for reporting !

Hi folks! The XD team has been working on new designs for finding and using templates to create reports. Please go to this prototype to give us your feedback by working through a few tasks in a mock-up situation. This activity will take less than 10 ...

JulieB
by New Contributor III
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Resolved! REPORT

How can I run a report that tells me how many of a certain material I sold last year ? Like I want to know how many vacuum breakers we sold in 2022

cbohn by New Contributor
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New Report Option

We're hoping to be able to build a report to display the projected incoming cash flows for future scheduled jobs. It would be such a time saver rather than having to manually go into each job for multiple routes per day. Building budgets and planning...

Report showing all estimates that have been invoiced

Hey everyone! I am looking for a report that shows estimates that have been completed and invoiced. I have a couple custom reports created from the "Jobs" template, but I am not sure if these are really accurate. Right now I have the jobs report temp...

NBeebe18 by New Contributor II
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Resolved! Report for refund or credits?

Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!

AmyHart by ServiceTitan Certified Administrator
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