ServiceTitan Community

jpovey · 01-19-2024

I'm a new user on marketing pro and looking to build an audience for thank you's on FIRST-TIME customers only.Direct mail as a first time and email for subsequent jobs.Based on some trial and error I believe I can accomplish this with both Job Inclus...

jpovey · 11-20-2023

I have typically used the Technician Hourly Production Reports to See Splits by Tech and Job. As I'm attempting to streamline payroll and have a dashboard report I cannot seem to find any templates that have splits available. I must be missing it, be...

jpovey · 10-06-2023

Does anyone have a better solution to printing and emailing customer statements, so there is a total outstanding amount clearly called out on the statement?The current PDF groups balances not yet due along with balances that are up to 30 days past du...

jpovey · 09-18-2023

Is there a report that can show total leads created in a date range and summarize them by user?I'm looking for the total to match the number of leads that come up when you search for all leads created in a time frame and every report I can find does ...

jpovey · 08-21-2023

HiI'm trying to build a report that shows material revenue broken down between revenue from purchase orders as well as van stock, which we have setup as materials with a default value that technicians can modify.All the reporting I can find shows a s...

jpovey · 02-01-2024

Hey Pam, would love to learn more about that API that can push tags to ST. I know this post is old, but do you recomend any good resources to learn more about that capability?

jpovey · 02-01-2024

Has there been any update to this in the past year and a half? Lifetime value is now part of the main customer dashboard and available as a data attribute. Why can't it be added to the customer filter?

jpovey · 01-06-2024

I agree with you. We turned on this product last month and made it about 10 days before realizing that this product is not ready for prime time. Every issue you had we did too. First we thought it was the new wireless headsets (the titan recommended ...

jpovey · 01-06-2024

This has been a challenge for me as well. I want to count every lead (not just those that come from a call) and compare to every booking for a CSR booking rate. The bookings part is easier to get. Run a job report and include all status types includi...

jpovey · 09-26-2023

submitted a new idea for this. Please vote for it!https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4883

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User Activity

Marketing PRO Audience Builder Question

Reporting on Technician Splits

Customer Statement - Outstanding Balances??

Total counting of leads

Reporting Material Revenue and Markup

Re: Marketing Pro/Audience Builder: Want to target repeat customers without Memberships

Re: Marketing Pro/Audience Builder: Want to target repeat customers

Re: Embedded Dialer Not Ready For Primetime

Re: Call Bookings Data

Re: Total counting of leads