ServiceTitan Community

Close Rate Calculation

Hello, I noticed in the report that the close rate is showing as 60% for a case where I have 14 Total Jobs Booked and 8 Opportunities Booked. Based on logic, the Close Rate should be calculated as:function calculateCloseRate(closedOpportunities, sale...

Happy Calls

We have started to call our customers with "happy calls" after their visits. What are some questions that have great responses/answers for your companies? Thanks!

Mobile issues?

Anyone else having issues with ipads not syncing?

Timezone issue in report apis

I’m facing an issue with the report API related to time zones. Regardless of which timezone I provide in the parameters, the data is always returned in the America/North_Dakota/Center timezone.I need a solution where I can pass the desired timezone a...

Non-Job Event

I've searched everywhere to find when a non-job event was created. It's clear who created it, but it would be amazing if we could see when. Any ideas?

Sending Invoices via Text Message in bulk

Why is it possible to send customer statements and outstanding invoices in bulk via email, but not via text message? ST has the capability to send invoices via text message, but for some reason, you have to do it one at a time. We have hundreds of cu...

Project invoices

On Project Invoices, why is it possible to combine the labor charges from each invoice attached to the project and show it as one, but it shows multiple payments pulled form each invoice attached to the project? This is very confusing to customers an...

Change or Add Campaign Metrics

Hello,I'm looking to see if it is possible to add additional metrics to the Performance Totals for Campaigns.Would like to add in additional Metric here for "Non Serviceable Lead"ie Currently there are CallsLeadsBookedMan CallNew Customers

How often do you do counts?

Hello everyone!We have been using Inventory in ST for about a year now, and trying to dial it in now that we understand it better. I would love to do spot checks, not of entire trucks, but of certain items. Does anyone do this now? and if so, do you ...

Purchase Order Entries Show Job Type

When the office is entering purchase orders - after the job number is entered we need to know the 1. business unit (which populates)2. Job Type (Can it be added to populate when the job number is entered on the create purchase order screen) ? This wi...