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 ...
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
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...
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...
Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!
If it exists someone please tell me where to find a report that will pull info off the non-job events. I know I can run a timesheet report but I need the info description and event name.... if y'all confirm this doesn't exist I'll add it as an idea!
Has ServiceTitan thought about implementing categories and or sub-categories for materials? Ex: copper fittings, pvc fittings, capacitors, etc. There are categories for equipment. It helps on reporting. It would definitely help on reporting for mater...
I was told by chat to share my idea of having a report that shows items in your pricebook that aren't used/vice versa.To see what you can get rid of or stock lots of parts for.
I'd like to to pull a report that I can turn into a line or bar chart showing monthly new customers over time. Any suggestions to accomplish this?
Please vote for this idea if you like it and get your friends to upvote it as well.COMMUNITY-I-2114While there is a wealth of information in custom reports, I find myself having to constantly export reports to perform simple math, and if those math e...
