I'm working on a video about reporting, and I want to build out an
example custom report as part of it. If you have an idea for a custom
report you'd like to see built, put it in the comments! The more detail
you can give me about what the report's p...
Theres a "select existing job" button on the office side when converting
an estimate, but there are certain criteria in order for it to show up.
This should help
https://help.servicetitan.com/how-to/book-sold-existing-job
You can choose to hide specific dashboard modules from specific roles.
Details on how are outlined in the permissions section of this video
https://youtu.be/dh71g8SkmnY?t=1600
The Emergency Outage Report uses the "Jobs" dataset, which does not hold
Non-Job Event information. It won't be possible to show them both in one
report without the ability to combine datasets, which is not currently a
capability we have. If you are ...
