Unapplied Payments Report - Vote for Idea

Hi ServiceTitan Family, please upvote this idea if you rely on reviewing an unapplied payments report like we do: Refunded payments will not fall off the report and create some confusion...

Warranty Items

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...

ceaton by New Contributor II
  • 1 replies
  • 0 kudos

Opportunity Job Average - Tracking Average ticket correctly

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...

chelsea_6 by ServiceTitan Certified Administrator
  • 2 replies
  • 1 kudos

Best KPI's for Installs

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...

MirandaMel by ServiceTitan Certified Administrator
  • 1 replies
  • 1 kudos

Generating leads for follow up, by zone

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...

charringtonPSB by ServiceTitan Certified Administrator
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Resolved! Using Equipment Tag & History to Alert for office action needed

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...

George_SST by New Contributor III
  • 2 replies
  • 1 kudos

Resolved! Reporting Tweak

In the From-To Section of the report, it would be wonderful to have TOMORROW be an option. That way when we apply tags like "Parts-Ordered", it will run an automatic report letting us know the jobs we are planning to work on with ordered parts. This ...