Hey ST Folks!I am very new at creating reports. I would like to create a
simple report that shows what jobs technicians have completed but
resulted in a warranty or a recall. Help please
Hey guys, I hope everyone is doing well.There are lots of great reports
with ServiceTitan, but for our company, we are really looking for
specific KPIs for sales and marketing, for example, we want to see more
than just the inbound calls, we want to ...
I need to create a report that lists all of the items on every PO on a
project but I need help, please. The report needs to include the item
descriptions to verify all fixture costs are accounted for. Any
suggestions?
I am trying to run/create an aged equipment report but I dont see an
option to filter by equipment status (installed, replaced). If that is a
fillable field when entering equipment, why is it not a searchable field
when generating a report?
It would be great if the Preferred Payment Method column on the
Membership Detail Report would allow "Is empty" or "Is not empty"
filtering to be able to display only memberships without a payment
method selected, without having to export to Excel. I...
First of all I have no idea if I chose an appropriate "label" for this
post, I apologize if I did not. My questions is...Is there a report that
tracks OUTBOUND calls using ST?
Hi . We are trying to see if we can do a client touch point report .
This report would include who did the reach out , what type of reach out
, Date, Etc.Can such a report be done ? If so please include
instructions on how to do it.Thank you
Hello all,I am trying to figure out which is the best report to run for
our campaign tracking. I see that there are 4-5 different campaign
reports. We are really wanting to track how many calls we are getting
from each campaign and the revenue associ...
Dear ServiceTitan Support Team,I'm encountering an issue with the
calculation of Average Gross Margin in our daily reports. Our
technicians rely on the Gross Margin % of their jobs for bonuses, and
currently, the system seems to be using an "Average ...
We are wanting to create "Specials" for our customers based off their
motivation to buy. Currently we have a debrief form our Home Solutions
Advisors fill out that ask the question "What is the Customers
Motivation to Buy?" We would like to somehow c...
