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Cortney_SPUD · 10-24-2023

It's looking at the status on the customer profile.

Cortney_SPUD · 09-27-2023

I've voted and will share this link whenever relevant!

Cortney_SPUD · 09-19-2023

I also haven't found a way to report this WITHIN ServiceTitan. If you're willing to pull the data out of ST, you can create an Excel template, export your Lead Search results, paste them into Excel, then summarize from there automatically. You're lim...

Cortney_SPUD · 09-08-2023

@ahines04 , you could create this using Excel if attributing the project to the customer's original marketing campaign would work for your purposes. Example: James Smith becomes a customer through Yelp and starts a project with you either immediately...

Cortney_SPUD · 09-08-2023

There's a report template called 'Invoice Items by Technician' that MIGHT help you. It includes a long list of "SA" fields, which stand for "Split Adjusted." You can include the technician name and fields like "SA % Bonus," "SA Invoice Total," "SA Co...

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Re: Inactive vs Active Customer List

Re: Total counting of leads

Re: Total counting of leads

Re: Add Marketing Campaigns as a Column to the Project Costing Summary Report

Re: Technician Split Report