PLEASE VOTE - Improvement for Project reporting
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4499
Posts
Resolved! Email Delivery Status Report for Marketing Pro emails
We did an email to our customers using Marketing Pro. These emails do not show up on the Email Delivery Status report. Is there a similar report that we can review for the Marketing Pro emails that are sent out to see the status of these emails?
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...
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...
Is there any way to create a report that lists all created services?
Looking to create a report that outlines all created services. The report would outline the frequency of service use by technician over a given period. The report should not be limited to services designated as recurring service. This would be a grea...
CSR Scorecard Report
Is there a report available that will allow me to export the information from the CSR Scorecard?
Discounts & Fees and Legacy Reports
We are looking to have the discounts and fees beta option be included somehow into the legacy reports for sales tax. We use Discounts and Fees on every job so when we run reports for sales tax it sounds like they are not showing up. Does anyone have ...
Error in Report after ST update
After the update, we found that our Opportunity and Estimate Follow Up has a broken link for the Estimate ID. Clicking on the Estimate ID results in an "Action Cancelled:: Error" message and a black screen.We have a work around, as the Opportunity ID...
Please Vote **Reporting on non-job events
COMMUNITY-I-2321 I need to be able to report on the Event Name and Description fields of a non-job event!!
TSYS Reports
Anyone else having issues with the TSYS reports not reflecting thru today's date 10/25/2022. I have deposits in our account but aren't reflecting on the TSYS reports at all. 7 deposits and none of them appear on the TSYS report. Thanks. Jennifer Firs...
