Hello,I am trying to create a workflow for alerting our office of possible 3rd party warranty claims to process. What I have created is a tag for the equipment with this warranty. Then my thought was for the tech to mark the equipment on the job as s...
I am trying to find, or need to create a report that will populate "last service" by date. I am looking to use it as a resource for my Call Center. We are looking to contact a customer, that is not on membership, that done business with greater than ...
Hey there!I am trying to build a report to see all calls scheduled for future dates and how many hours they are scheduled for. I have all of my other columns selected but I can't seem to find one for scheduled hours. Am I missing something?
We are learning new ways to make Service Titan work in our workforce to increase our communication. Other than task management, what is your best suggestion for keeping track of customers calling in for follow-ups? I promised my boss I'd post this - ...
It is currently not possible to create a report that has the "Memo" field in timesheet activity as a column. Please add this to the reporting options.
Is there a report option that includes completed jobs with a column that indicates if the invoice has been posted and/or exported? We currently use "tasks" to assign the job to internal office employees to complete their job functions (enter vendor i...
I am looking to get a report emailed over weekly for the previous week's work that has been completed based on the split. I need to see each job along with technician and the revenue like below. Which report would I use for that?
Is there a report that exists or that could be created that starts with inventory balance as of a certain date and then shows all of the activity (inflows and outflows) to the balance as of a different date? Happy to do something in excel outside of ...
What does everyone use for a WIP and job cost summary for large projects than span over several months (3-24 months)? Do you have custom reports built by an outside company?
I would lover service titan to create a report that can track emails being sent by a specific user. I am in charge of sending invoices to clients for payments, and when i run the Email Delivery Status Report it lumps all the invoices that were sent b...
