Hey Everyone! We're ALWAYS looking for ways to improve our process! While creating a report for another item, I noticed a reporting option 'Calls Requiring Parts' with an info description of "Shows 'Yes' if a job required any material; otherwise 'No'...
Is there any way to change the time frame that the revenue heat map shows? Currently my heat map only shows the revenue tiers for the current day, and I would like to be able to change the time frame so I can view it my month, or year etc. Please let...
Hello ServiceTitan Community!I am trying to configure a report for our irrigation business that will show customers that have had a startup service toward the beginning of the season and have a schedule shut down for the end of season to make sure we...
We would like to access our ST data using API. Unfortunately this is something we are not entirely familiar with. Is there anyone out there using API to pull data into a data repository, create reports, etc? I am stuck on the actual set up. Is this s...
Is it possible to automatically check the non opportunity box when creating a sold job? I thought tagging it with a tag that has the "conversion opportunity" box unchecked would do this, but it doesn't appear to be working. We are looking to have acc...
Is there any existing KPI that shows total revenue or total job average OVER the sales threshold? For example, i want to see my tech averages excluding what they were "going there to collect" already...ie: how much did my technician collect on a main...
I have been trying to figure out a way to go back to appointments that have been completed and fix them so that the #'s on technician score cards and the dashboard are accurate. I'm not sure if this is something that can be done after the job has bee...
Hello All, Is there a report that will track who/when/what edits are made on timesheets in ServiceTitan? Thanks in advance
Does anyone use a report or know of a good way to look at projected revenue based on jobs already booked? For instance looking at what next weeks revenue projection would be based on the jobs booked and invoice totals?
Looking to see if "scheduled end time" can be added to the reporting. There is currently an option to have "Scheduled time" which shows when a job is scheduled to start. With this I can determine if a tech starts a job late. I would also like a "sche...
