I had a scheduled report that allowed me to see content on a form submission and give me a daily report of what my Techs are filling out. Worked great. Now all of the sudden its got unavailable data and the columns I had selected on the previous repo...
My request: Make materials + purchase orders expenses and labor expenses reportable by technician and business unit (and in Dashboards).Currently you can report on purchase order line items which is by item #, job #, or vendor. You can report technic...
Hi ServiceTitan Family, please upvote this idea if you rely on reviewing an unapplied payments report like we do: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-7025 Refunded payments will not fall off the report and create some confusion...
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...
Having an issue running reports on warranty items. Wanted to know how many x we have installed vs. taken back under warranty. Creating a Warranty item in the price book doesn't help because its a task. Anyone have any ideas without effecting inventor...
Hey guys!! I have an issue that I have been trying to work through for a little while and would love to see how you guys measure, and hold techs accountable to the set average ticket KPI. We track Opportunity Job Average and spiff based on a $400 + a...
Good morning!We run job costing for every install and report it to the management team/sales advisor. We run the aggregated job costing report weekly as well. I am looking for input from others...what do you use for best KPI's to get your gross profi...
Hi all-We work in multiple zones & are hoping to build/pull a report where we can have all leads for follow up with customer phone & email, by zone (or multiple zips). We've spent a significant amount of time trying to figure this out, but haven't fo...
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...
We have tried various ways, and it takes too long to find something so simple, we must be doing it wrong. Right now we have to export to Excel an account owner's client list from a previous year, and then export a current one, then sort and find out ...
