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 ...
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. ...
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 ...
There should be a report that can be generated of Technician Shifts. This will help track Technician shifts, see patterns when techs call out etc.
Hello All, I have just started really looking at the job costing report that you can pull on an individual job. I have noticed that some track labor under the Labor Burden category and some also have a number under the Labor Pay category.Do I have a ...
I absolutely love the Budget vs Actual widget under the financials section of the Project page. I've spent a good deal of time getting our labels just right where it gives a simple but detailed breakdown of our job costing report. The downside, howev...
Hello ServiceTitan Community!I am trying to configure a report for our irrigation business that will show customers that have had a startup service toward the beginning of the season and have a schedule shut down for the end of season to make sure we...
We would like to access our ST data using API. Unfortunately this is something we are not entirely familiar with. Is there anyone out there using API to pull data into a data repository, create reports, etc? I am stuck on the actual set up. Is this s...
We are looking for a report that can track which CSR booked the call plus the technician that went out on the call, both on the same report. Does anyone know the best way to go about this?
Hello, I am using the Item Consumption Report for used items trying to get a quantity per item name/code. I am able to get this by grouping by the item name field, but it opens the report fully drilled down for hundreds of items. Is there a way to ge...
