Operations Cost
Good morning -I am looking for a report that will show daily / weekly / monthly operating costs.Looking for the ability to break down by department and show cost vs income. Any suggestions?
Posts
Discrepancy between Dashboard leads and Campaign Summary Report leads
Does anyone know why there would be a difference in the number of leads shown between the Dashboard and the leads shown in the Campaign Summary Report?For example, on a specific day, I have 34 leads shown on the dashboard and 38 leads shown in the ca...
This should be an easy one for Service Titan! "Warranties Caused" KPI in reporting.
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...
Projects Dashboard Edit Project Status
Please vote for this idea!COMMUNITY-I-4942We'd love to be able to edit a projects status directly from the Project Dashboard instead of having to click into each project individually.
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 ...
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...
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...
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.
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 ...
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...
