Create a report
I must be doing something wrong or have my settings wrong. I am trying to create a report but neither I or the owner have that button. What do I need to do to get that button. I am trying to see my jobs that are on hold.
Posts
PLEASE VOTE - Improvement for Project reporting
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4499
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...
Resolved! Customizing reclassification options through permissions.
Currently there is no option to customize the reclassification options for the csr with out giving them full access to reclassify every call. As of now, we have to go through every call that is taken and reclassify the ones that are related to an exi...
Job Costing Customer Name idea
I came across this idea: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-1020Suggesting that Job Costing includes the Customer name...go give it a vote!
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 ...
This report changed my mornings!
I am old school, and used to come in each morning, hand write myself notes about all my open service calls and then Football strategy write all over my notepad who's and what's and customers names and numbers.I got sick of it! So I created a report!I...
Resolved! Combining Campaigns by categories
Is there a way to combine campaigns by category? For example, is there a way to add all of our magazine campaigns under the "Printing Advertising" category? If not, does anyone have recommendations to organize (clean up) our campaigns without getting...
Tech/reprimand form/ counseling statement
Wanted to know when ST will have a write-up form or a way to upload a form to attach to the Technician's profile when they are reprimanded to keep track of them in the system.
Timesheets
I would like time to be calculated in hours and minutes. Not in increments of 100.
