Hello, I noticed in the report that the close rate is showing as 60% for a case where I have 14 Total Jobs Booked and 8 Opportunities Booked. Based on logic, the Close Rate should be calculated as:function calculateCloseRate(closedOpportunities, sale...
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...
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.
Long term jobs or projects, have many appointments attached, some of these projects had new jobs created instead of new appointments on accident, this detached them from the original job with the invoice or estimate attached. Therefore the original j...
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...
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!
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...
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 ...
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. ...
