Hi. I am comfortable with our A/R summary that gives a real time look at what we need to collect. Is there any way I can take a look back and see what A/R was a month ago or even a year ago and take that info to compare/contrast how we are doing on c...
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...
Our Job Types could use some house cleaning, and I want to figure out which ones we use the least! Does anyone have a report that they like to use for Job Types?
Hey Everyone! Looking to get some feedback. We recently implemented Configurable Payroll and have lost our legacy reporting options. We are looking for a new report that includes the technician splits, spoke with our CSM and sounds like they do not c...
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 ...
Hey! We are a Pool Company and because of that, we use memberships for everything. We don't sell a membership for a certain amount as the membership is technically a 1x a week maintenance that happens every week and we bill monthly. So we use the bil...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4336I want to be able to schedule a report that will give my department heads a poke that they have invoices that have not been reviewed in transaction hub. Please add this as a KPI on that d...
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...
Hey everyone! So I need a report that shows customers without an email address. The report I'm currently working on has the customer name, customer email, location email, and location address. I have both email columns filtered as 'is empty'. Unfortu...
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 ...
