Posts

Aged Equipment report with a filter for status

I am trying to run/create an aged equipment report but I dont see an option to filter by equipment status (installed, replaced). If that is a fillable field when entering equipment, why is it not a searchable field when generating a report?

jgaleQSC by New Contributor
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tracking outgoing calls

First of all I have no idea if I chose an appropriate "label" for this post, I apologize if I did not. My questions is...Is there a report that tracks OUTBOUND calls using ST?

Reporting on Technician Splits

I have typically used the Technician Hourly Production Reports to See Splits by Tech and Job. As I'm attempting to streamline payroll and have a dashboard report I cannot seem to find any templates that have splits available. I must be missing it, be...

jpovey by New Contributor III
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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?

Tlfrazier by New Contributor II
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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...

josh_via by New Contributor III
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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...

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CSR Scorecard Report

Is there a report available that will allow me to export the information from the CSR Scorecard?

RQUIROZ by New Contributor
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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 ...

maria_fo by New Contributor
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