Posts

unbooked sold estimates

Hello all! Is there a report for unbooked sold estimates? I have found a few sold estimates booked and completed without following the proper workflow.

MonicaH82 by New Contributor
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Resolved! Campaign Tracking

Hello all,I am trying to figure out which is the best report to run for our campaign tracking. I see that there are 4-5 different campaign reports. We are really wanting to track how many calls we are getting from each campaign and the revenue associ...

Office Activities Report

Hello!! I recently found the Office Activities Report and I was wanting to know some ideas on how to utilize this report and what the average amount of activities for an office employee would be. Thanks so much!

1tomkayla by ServiceTitan Certified Administrator
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TSYS Settlement Detail - Drill Down

Anyone know if there is a way to get the TSYS Settlement Report scheduled, where is will show the expanded data from the batches? I've been racking my brain for my accounting department trying to figure it out. Ultimately - what I need to see is the ...

ashsmith by ServiceTitan Certified Administrator
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Resolved! Membership Conversion is 0 or 100?

We are having an issue with membership conversion rate reporting only being 0% or 100%. We only offer auto renewal memberships, is this metric for renewals due? Is there a way to accurately track how frequently we sell a new membership vs non-member ...

George_SST by New Contributor III
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Sales Tracking

We have a sales team that takes in new leads and follows up on them, sends estimates, etc. We also have technicians that are able to upsell on their jobs as well. We are able to track the technicians pretty well. The sales team is proving difficult. ...

seemore by New Contributor III
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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 ...