Sales Report with Follow Up Sales

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...

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
  • 2 replies
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Resolved! Reports on Tasks

Is there a report that can be ran by Task Name or Description from invoices?

allisonc by New Contributor II
  • 1 replies
  • 1 kudos

BDR 8 for10 Report

Has anyone here used this? Can you tell me about your experience and how it has been beneficial?

uohara by New Contributor II
  • 1 replies
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