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...
I have a Comfort Specialist who uses the office version of ST along with the mobile version. I am trying to create a dashboard for him with only his Scoreboard items. Without having to build it from scratch, is there a way that anyone has had success...
Where does the technician see their daily revenue goal that we enter into their profile? It says that they can see the goal.
