How do I run a sales call report by technician in ServiceTitan?

Problem

You need a report showing sales calls run within the past year by location sales technicians with customer information. This helps offices reach back out to customers who did not purchase anything.

Solution

Workflow Summary

Use the Jobs reporting template in ServiceTitan. Filter by date, job type, and technician to get sales call data.

Create a Jobs report

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Jobs.
   

5. In the Columns to be displayed in the report section, add the following columns:

   1. Job Type

   2. Business Unit

   3. Job Number

   4. Invoice Number

   5. Status

   6. Jobs Total

   7. Customer Name

   8. Location Name

   9. Primary Technician

6. Add or remove additional columns from your report, then click Next.

7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

8. When you're finished, click Save.

9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click Run Report.

10. In the Job Type column, click Filter .

11. Set the filter to Sales Calls (or the Job Type that matches Sales Calls in your system), and click Filter.

12. The report data refreshes, showing all Sales Call jobs with the primary technician and location information.