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. ...
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...
