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?
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?
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...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4499
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?
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...
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...
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...
Is there a report available that will allow me to export the information from the CSR Scorecard?
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 ...
