I am looking for a way to forecast busy and slow seasons so we can better anticipate how to schedule our office and technicians. Is there a report that can better show comparatives for how many calls came in and how many jobs were attended on a week ...
Could someone please help me out with generating a report that shows total number of memberships sold that includes all the pieces of equipment and not just the number of membership homes we have?
Using the form submissions form, I can collect and aggregate data form from all forms except the ones using conditional logic. Is there a way to use this report with forms that use conditional logic?
Hey ST Folks!I am very new at creating reports. I would like to create a simple report that shows what jobs technicians have completed but resulted in a warranty or a recall. Help please
I need to create a report that lists all of the items on every PO on a project but I need help, please. The report needs to include the item descriptions to verify all fixture costs are accounted for. Any suggestions?
Hi . We are trying to see if we can do a client touch point report . This report would include who did the reach out , what type of reach out , Date, Etc.Can such a report be done ? If so please include instructions on how to do it.Thank you
We are wanting to create "Specials" for our customers based off their motivation to buy. Currently we have a debrief form our Home Solutions Advisors fill out that ask the question "What is the Customers Motivation to Buy?" We would like to somehow c...
The Customer by Equipment Age Report shows up in the Legacy reporting, but nothing similar that I can find in the new reporting. I am trying to create a report for aged equipment but not having much success. Any help would be appreciated!
ALL WE NEED IS VOTES! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5631This KPI would operate just like the Recalls Caused KPI and live in the same reporting templates (Technician Performance and Business Unit Performance) but would ref...
click here to vote COMMUNITY-I-5605 I would like to be able to report on how many invoices per day my CSR's are marking as reviewed in the invoice hub. Adding "reviewed invoice" to the action type column would be fantastic!!
