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...
@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...
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...