So each day I do an end of day report. I've created a few reports that I run so that the boss has an idea of where we were yesterday, where we are now, and what to expect tomorrow. Also, he loves seeing if Estimates have been written and sent by tech...
We have tried various ways, and it takes too long to find something so simple, we must be doing it wrong. Right now we have to export to Excel an account owner's client list from a previous year, and then export a current one, then sort and find out ...
I am looking to get a report emailed over weekly for the previous week's work that has been completed based on the split. I need to see each job along with technician and the revenue like below. Which report would I use for that?
Is there a report that exists or that could be created that starts with inventory balance as of a certain date and then shows all of the activity (inflows and outflows) to the balance as of a different date? Happy to do something in excel outside of ...
Is there any way possible to create or run a report that shows jobs that may have an outstanding balance open or closed? I have run the the report for Jobs without payment however that is not all the payments we are missing and I cannot seem to find ...
What does everyone use for a WIP and job cost summary for large projects than span over several months (3-24 months)? Do you have custom reports built by an outside company?
In the From-To Section of the report, it would be wonderful to have TOMORROW be an option. That way when we apply tags like "Parts-Ordered", it will run an automatic report letting us know the jobs we are planning to work on with ordered parts. This ...
We need the ability to schedule the payroll report to update the pay period weekly. Then it can simply email to our payroll clerk every Friday & I do not have to re-set the report. It currently makes you select the pay period to run the report with &...
I would lover service titan to create a report that can track emails being sent by a specific user. I am in charge of sending invoices to clients for payments, and when i run the Email Delivery Status Report it lumps all the invoices that were sent b...
The reports and dashboards needs more options for reporting metricsIt exists only for revenue on the modular dashboard but I should be able to make any metric into a bar graph for month over month or whatever time frame I choose.Most common and helpf...
