Hi All!Does anyone know the best way to run a report for new opportunities only? Excluding jobs booked off sold estimates, recalls, warranties, etc. I need a report to reflect all new opportunities. I am finding that the report we are running keeps c...
Good morning,Does anyone out there know if it is possible to add labels to exported POs and invoices? This would greatly help me better analyze Budget v. Actuals for in-progress Projects/Jobs while we transition into using Labels in as a part of our ...
We try to one sit close every job but we have a team inside that follows up on unsold jobs. Our issue is when those jobs sell we are now needing to create a 2nd job, the second job is counting as a new opportunity even when the non op/no charge box i...
Has anyone been able to create a shrinkage report? What I've noticed from the reporting side and dashboards is that there doesn't seem like a lot of great applications for when you are trying to understand your inventory or supply chain. Sure you can...
I don't know if this sounds crazy, but is it possible to request an Attachment Report?I feel like this can be beneficial especially if we wanted to pull a brag file together real quick from all of the pictures our technicians take.The report could of...
Good morning -I am looking for a report that will show daily / weekly / monthly operating costs.Looking for the ability to break down by department and show cost vs income. Any suggestions?
I am looking for a way to forecast busy and slow seasons so we can better anticipate how to schedule our office and technicians. Is there a report that can better show comparatives for how many calls came in and how many jobs were attended on a week ...
It would be great if the Preferred Payment Method column on the Membership Detail Report would allow "Is empty" or "Is not empty" filtering to be able to display only memberships without a payment method selected, without having to export to Excel. I...
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...
Dear ServiceTitan Support Team,I'm encountering an issue with the calculation of Average Gross Margin in our daily reports. Our technicians rely on the Gross Margin % of their jobs for bonuses, and currently, the system seems to be using an "Average ...
