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...
We are new to ST and our old processes are not falling into place as easily as I would like. We typically work out past due invoices pretty regularly, utilizing notes and being able to have CSR's easily see the aging on an account. I am not seeing th...
Does anyone know if it is possible to create a custom report with pay application data?
Wondering if there is a report or dashboard modual that can be created to show our accounting data on an accrual basis vs cash basis... Our dashboard does not reflect an accurate overview of the business since we have some services that are billed an...
Does anyone know of a report to show what you purchased items/ equipment at (cost) vs. what your markup is on the item (sold to Client) and how many of the items/ equipment was sold?
Trying to set up a report to determine what customers notifications are turned off? We have a tag for the one's we want turned off so I can easily find them, but some customers notifications get turned off when having to redispatch or something of th...
When you create a shift, time off, on call or overnight for a technician or anyone the note you add at the bottom how to you generate a report to see the notes added?
