Service Titan Knowledge Base

Booked Inspection Report guideLast updated on 03/22/2022

The Booked Inspection Report provides a breakdown of customer service representative (CSR) activity for recurring services. The report also gives revenue totals for recurring services and leads generated from recurring service jobs. Data in this report is based on booked inspections created within the report date range.

Things to know

  • Use this report to view the number of outbound calls made through upcoming recurring service events, number of booked inspections (booked jobs for recurring services), number of inbound calls booked (inbound calls for which a job was booked for a recurring service), revenue from recurring services, and revenue from leads generated on recurring service jobs.

  • To automatically receive the Booked Inspection Report regularly, click Schedule next to the name of the report. See Schedule reports.

Run the report

  1. Go to the navigation bar and click Reports.

  2. Search for Booked Inspection Report, and then click the report name.

  3. Filter the report by choosing dates in the From and To fields. This date range corresponds to the day the CSR received the call. Optionally, click Download PDF to download a PDF of the report or click the dropdown arrow to select CSV, XLSX, or long-running XLSX formats.

  4. Click Update.

Report columns

The following Key Performance Indicators (KPI) measure CSR activity specific to recurring services.

Outbound Calls

Total number of outbound calls made through upcoming recurring service events. To view the number of outbound calls made through upcoming recurring service events, go to the navigation bar and click Follow Up > Recurring Service Events.

Calculation - Outbound Calls: [Sum of outbound calls dialed from the recurring event page]

Booked Inspections

Total number of booked inspections. Booked inspections are recurring service jobs booked from outbound calls. Booked inspections include jobs booked without a lead. To be tracked in this report, the outbound call must be dialed by clicking Call the Customer on the recurring event page.

Calculation - Outbound Calls: [Sum of outbound calls dialed from the recurring event page]

Conversion Rate

Booked inspection conversion rate. This is the percentage of booked inspections from outbound calls dialed from the event page out of the total number of outbound calls dialed from the event page.

Calculation - Conversion Rate: [Total number of booked inspections from outbound calls] / [Total number of outbound calls] *100

Inbound Calls Booked

Total number of recurring service jobs booked from inbound calls.

Calculation - Inbound Calls Booked: [Sum of inbound calls which resulted in a booked event]

Rev from Rec Service

Total revenue from recurring services. This is the subtotal on the invoice from the booked inspection (recurring service job).

Calculation - Rev from Rec Service: [Sum of invoice subtotals for booked inspections]

Trigger: Job completed

Rev from Lead Job

Total revenue from leads generated on recurring service jobs. This is the subtotal on the invoice from leads generated from recurring services.

Calculation - Rev from Lead Job: [Sum of invoice subtotals for recurring service leads]

Trigger: Job completed

Want to learn more?

Related Articles

Booked Inspection Report guide
Daily Huddle Report Guide
Dispatcher Performance Report Guide
Failed Transaction Report Guide
Job Costing Report Guide (Account configured for actual payroll costs)

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.