ServiceTitan Community

George_SST · 08-19-2023

We are having an issue with membership conversion rate reporting only being 0% or 100%. We only offer auto renewal memberships, is this metric for renewals due? Is there a way to accurately track how frequently we sell a new membership vs non-member ...

George_SST · 08-14-2023

The custom fields feature is great for call booking, but the answers do not show up on the job for the dispatcher to see from the dispatch screen. How can I get the answers to display here?

George_SST · 06-03-2023

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...

George_SST · 09-09-2022

Hello, I am using the Item Consumption Report for used items trying to get a quantity per item name/code. I am able to get this by grouping by the item name field, but it opens the report fully drilled down for hundreds of items. Is there a way to ge...

George_SST · 09-02-2022

I am trying to create a custom report to pull that would mirror all the fields that show up on the technicians mobile devices in the dashboard overview reporting. I have managed to get the total and sales fields all attached to my report, but the tab...

George_SST · 08-22-2023

Thanks, that was the issue!

George_SST · 08-21-2023

We do not do any renewals, only auto renewing memberships or non member customers. We have a tag that is a conversion opportunity for the Potential Members but it does not seem to count them as a missed opportunity.

George_SST · 08-19-2023

On mobile it should show on the job details page toward the top of the screen for the techsThey show inside this orange circle

George_SST · 08-16-2023

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4505Thanks for the feedback! Uploaded to Ideas section, please go vote.

George_SST · 08-15-2023

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4505Created the new idea, please go vote and thank you all for the quick assistance!

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User Activity

Membership Conversion is 0 or 100?

Custom Fields on Dispatch Board

Using Equipment Tag & History to Alert for office action needed

Item Consumption Quantity Reporting

How to run report with all mobile dashboard fields

Re: Membership Conversion is 0 or 100?

Re: Membership Conversion is 0 or 100?

Re: Custom Fields on Dispatch Board

Re: Custom Fields on Dispatch Board

Re: Using Equipment Tag & History to Alert for office action needed