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
  • 0 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
  • 3 replies
  • 0 kudos

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 ...

Resolved! Tech Efficiency Report

I am trying to run a technician efficiency report by job type. Does anyone know if this is even possible? Is there a workaround? I can't be the only one who needs this information.

jenniferj by New Contributor
  • 2 replies
  • 0 kudos

AR Report

AR Reports have a different view from different users. Why?

Duplicate Location Report

The Duplicate Location report does not have a column with "city" added to it, however it would be more accurate since we have lots in this report that are the same address just in a different town. Please add city or town to this report.

vhs_crys by New Contributor
  • 1 replies
  • 0 kudos

Missing Email for Monthly Statements

I know when you send statements via email from AR Management you get a list of customers with missing emails. This list only appears just before you send the emailIs and isn't printable. Is there a way to generate a report filtering customers with ba...

afranza1 by New Contributor II
  • 2 replies
  • 0 kudos

Report for Notifications

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...

samantha14 by New Contributor II
  • 4 replies
  • 0 kudos