Posts

Automatically Exporting Data from Reports to Looker Studio?

Hey guys, I hope everyone is doing well.There are lots of great reports with ServiceTitan, but for our company, we are really looking for specific KPIs for sales and marketing, for example, we want to see more than just the inbound calls, we want to ...

devinYND by New Contributor
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Check Audit - Enhancing Payment Audit Process

I would like to bring forth an opportunity for improvement or kindly request input if a solution already exists.Currently, we have successfully implemented automated features for almost all payment functions within Service Titan. However, our account...

josh_via by New Contributor III
  • 671 Views
  • 2 replies
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Outstanding Balance

Is there any way possible to create or run a report that shows jobs that may have an outstanding balance open or closed? I have run the the report for Jobs without payment however that is not all the payments we are missing and I cannot seem to find ...

dianam8686 by New Contributor III
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  • 6 replies
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Resolved! Best way to automatically pull data for analytics.

Does anyone have a good way they have found to automatically pull data from Service Titan that I could then connect to a BI dashboard like Power BI, Tableau, Looker Studio, etc? For example, performance reports that I can have updated automatically w...

rf-devin by New Contributor
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Report Formatting

Since Report 2.0 went live, I have not been able to resize the report to fit on one page like I have with "old reports". There is only one report I print out, that was "batch detail" report, for our non ST accountant to verify ST with QB. Can we plea...