tankless/descale yearly report
I need to find a report that contains customers that need the yearly descale done? Where do I find that?
Posts
Pricebook Cost vs. Received Cost Comparison Report
Curious if anyone has built a report or combination of reports that easily compares the existing costs for materials and equipment in Pricebook to the last received costs for those items.We have challenges with suppliers not communicating price incre...
Best Reports Suggestion needed
I am starting to schedule reports for follow ups for both leads and recurring service events. What is your best suggestion and time frame to do them? I want a report daily but not sure what the best time frame for the report would be...daily/weekly, ...
Resolved! Automated report for pulling call metrics
Hello, I am curious if there is some way to generate a report that pulls call recordings at random for the purpose of reviewing them for training purposes. For instance- the calls would have time length parameters and call reasons and CSRs that would...
Idea needs votes! Reporting on invoice review status
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4336I want to be able to schedule a report that will give my department heads a poke that they have invoices that have not been reviewed in transaction hub. Please add this as a KPI on that d...
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! Using Equipment Tag & History to Alert for office action needed
Hello,I am trying to create a workflow for alerting our office of possible 3rd party warranty claims to process. What I have created is a tag for the equipment with this warranty. Then my thought was for the tech to mark the equipment on the job as s...
Payroll Reports
We need the ability to schedule the payroll report to update the pay period weekly. Then it can simply email to our payroll clerk every Friday & I do not have to re-set the report. It currently makes you select the pay period to run the report with &...
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...
Estimate Dismissal
We are wondering if there is a way to have a drop-down menu when dismissing an estimate to write in why they are dismissing the estimate. Or prepopulated dismissal reasons (price to high, found someone else, etc.)That way we can pull a report on dism...
