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Retroactively Adding Labels to Exported Items

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 ...

emmabrda by New Contributor II
  • 159 Views
  • 0 replies
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Attachments Report

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...

josh_via by New Contributor III
  • 775 Views
  • 1 replies
  • 0 kudos

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
  • 1683 Views
  • 3 replies
  • 0 kudos

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
  • 1501 Views
  • 2 replies
  • 0 kudos

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
  • 2736 Views
  • 6 replies
  • 0 kudos

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
  • 2218 Views
  • 2 replies
  • 0 kudos

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...