Posts

Reporting Material Revenue and Markup

HiI'm trying to build a report that shows material revenue broken down between revenue from purchase orders as well as van stock, which we have setup as materials with a default value that technicians can modify.All the reporting I can find shows a s...

jpovey by New Contributor III
  • 570 Views
  • 1 replies
  • 1 kudos

Resolved! Membership Conversion is 0 or 100?

We are having an issue with membership conversion rate reporting only being 0% or 100%. We only offer auto renewal memberships, is this metric for renewals due? Is there a way to accurately track how frequently we sell a new membership vs non-member ...

George_SST by New Contributor III
  • 1490 Views
  • 4 replies
  • 0 kudos

Idea needs votes! Reporting on invoice review status

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4336I want to be able to schedule a report that will give my department heads a poke that they have invoices that have not been reviewed in transaction hub. Please add this as a KPI on that d...

JessicaSmith by ServiceTitan Certified Administrator
  • 779 Views
  • 2 replies
  • 4 kudos

Resolved! Completed jobs by *creator*

Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible?

ErikaF by New Contributor II
  • 866 Views
  • 1 replies
  • 0 kudos

Check Audit - Enhancing Payment Audit Process

I would like to bring forth an opportunity for improvement or kindly request input if a solution already exists.Currently, we have successfully implemented automated features for almost all payment functions within Service Titan. However, our account...

josh_via by New Contributor III
  • 831 Views
  • 2 replies
  • 0 kudos

Resolved! Purchase Order Number Report

Hello,Is there a Purchasing Report that lists the Purchase Order number? Every Purchasing report has all the information I need, but excludes the PO number.Thank you in advance.