What is the process for locating and exporting a report of unassigned jobs in ServiceTitan?

Introduction

Learn how to view unassigned jobs in ServiceTitan and export them to a spreadsheet. Filter the spreadsheet to see these jobs.

Problem

You need to locate unassigned jobs and export these jobs to a spreadsheet.

Solution

Workflow Summary

Locate unassigned jobs on the Dispatch Board using the Unassigned tab in the Jobs Tray. Create a custom report to view jobs that aren't assigned to technicians.

Locate unassigned jobs from the Dispatch Board

1. Go to the navigation bar and click Dispatch.

2. Click the dropdown and select Daily or Weekly, depending on what view of the Dispatch Board you want to see.

3. Scroll to the Jobs Tray and click the Unassgined tab. This shows all unassigned jobs for the selected day or week.

Create a custom report for unassigned jobs

1. Go to the navigation bar and click Reports.

2. Click Create Report.

3. On the Report Builder screen that opens, select the following information:

   1. Choose report type: Jobs

   2. Select a report template: Jobs

   3. Columns to be displayed in the report: Assigned Technicians

      Note: Add the Assigned Technicians column as an addition to the default selected columns.

4. Click Next.

5. Enter a Name and Category for the report, then click Save.

6. On the report that opens

   1. Click the From - To dropdown and select a date range.

   2. Click Filter   next to the Assigned Technicians column, select Is Empty, then click Filter.
      

   3. Click Run Report.

After you run the report, you can click Export to save it as a spreadsheet if needed.

Note: The Allow exporting search results permission is required to use this feature. Please contact the account administrator on your team.