Topics with Label: Creating Custom Reports

WIP & Job Cost Summary Reports

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?

Email delivery sorting

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...

Resolved! Reports on Tasks

Is there a report that can be ran by Task Name or Description from invoices?

Resolved! Survey Report

I have found the old Legacy Report called "Survey Report" which we use as a bit of a brag board for the techs. I have scheduled it to run as we want but I am wondering if there is a similar report in the current surveys or if anyone has a great repor...

Resolved! Payment Term Field on Customer List Report

It would be super helpful if the ability to add a "payment terms" field to the Customer List report. I am trying to audit our customer list and make our commercial customers all have the correct payment terms, but I can't add that field on the custom...

Duct Cleaning Estimates VS Converted Jobs

Hello,Has anyone set up a report where they can track how many estimates convert VS do NOT convert for a specific job type (in this example Duct Cleaning)? We do a lot of estimates for this job type but I'm having problems tracking our metrics accura...

Resolved! Payments applied to open invoices

Good afternoon, Community!We often take a deposit on jobs that are scheduled in the near future. We take the payment on the job as we found using the credit on account was causing us to miss payments being applied properly.Do you have any ideas for a...

Resolved! Happy Call report

Does anyone have a way of tracking the outbound happy calls the CSR makes during the day? Trying to find a way to track the productivity of our CSR.

Help with Master Pay File report template

Hi! Does anyone knows how to find Master Pay File report template to shows a breakdown of technicians’ gross pay, including timesheet details and performance pay activities? Thank you!

help!

Is there a way to run a report for any calls that need to be followed up on? In our old system we had a status button we could put calls on "quote on parts" or "parts on order". Our service manager comes in the mornings and goes thru all the calls fr...

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