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 ...
I am trying to run a technician efficiency report by job type. Does anyone know if this is even possible? Is there a workaround? I can't be the only one who needs this information.
What is the best report to use to track warranty's an recalls?
When creating a recall report, it shows the current job as well as the linked previous job number. However it is currently not possible to show the tech(s) that were assigned to the original job. Having all of that information available on the same r...
