Hello, I noticed in the report that the close rate is showing as 60% for a case where I have 14 Total Jobs Booked and 8 Opportunities Booked. Based on logic, the Close Rate should be calculated as:function calculateCloseRate(closedOpportunities, sale...
Good morning,Does anyone out there know if it is possible to add labels to exported POs and invoices? This would greatly help me better analyze Budget v. Actuals for in-progress Projects/Jobs while we transition into using Labels in as a part of our ...
We try to one sit close every job but we have a team inside that follows up on unsold jobs. Our issue is when those jobs sell we are now needing to create a 2nd job, the second job is counting as a new opportunity even when the non op/no charge box i...
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...
Is there a report that can be ran by Task Name or Description from invoices?
Has anyone here used this? Can you tell me about your experience and how it has been beneficial?
