Posts

DASHBOARD REPORTING

I am looking for a way to build my custom dashboard from a report I am using. The issue I am running into is the way that all of the modules auto generate their calculations from, is not the same way that We calculate the numbers. Therefore, I still ...

ACooper by ServiceTitan Certified Administrator
  • 352 Views
  • 1 replies
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Converted job when a lead is set

We closely track technicians conversion rates in their scorecard and technicians get "docked" (i.e. job not converted) when they flip a lead to a sales technician that sells the job. They get credit for the lead and the sale, but the job is not count...

bradley_ by New Contributor
  • 430 Views
  • 1 replies
  • 1 kudos

Reporting is Inaccurate and Causing Issues for Our Company

Hello. Why do the report templates produce different results for the same information?Example: Using the BU template, sales can show $10,000, but if you use the estimate template it can show $15,000 for the same date range.No matter which template, i...

stephani46 by ServiceTitan Certified Administrator
  • 3168 Views
  • 17 replies
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class filter in job type main screen.

Hello - When building out Job Types - on the main job types page - it would be great to have another column to filter job types by class. Right now it is Name, priority, duration, active.

Screenshot 2023-01-09 111500.jpg

Heatmap on the Dashboard

We are having an issue with our heatmap on the dashboard. We are located in Wisconsin, but when we pull up the heatmap it shows California. My boss has asked support about this issue. The answer he gets is we have addresses that are not verified and ...

Miranda by ServiceTitan Certified Administrator
  • 1364 Views
  • 3 replies
  • 3 kudos

KPI's on an Accrual Basis

Wondering if there is a report or dashboard modual that can be created to show our accounting data on an accrual basis vs cash basis... Our dashboard does not reflect an accurate overview of the business since we have some services that are billed an...

msjewell23 by New Contributor II
  • 837 Views
  • 1 replies
  • 0 kudos