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Databricks Report List
While the full data lakehouse functionality is being expanded, we have built some reports to give Goettl decision makers insights from the data work we have completed so far. Using Databricks: This is not the fanciest system. In some cases, these ...
Estimate cannot be market as sold, receive message "Estimate can't be sold by non-managed tech"
ServiceTitan requires that an active, managed technician be assigned to a job for an estimate to a customer on that job to be "Sold". If the technician who ran the job is no longer active, when you try to mark an estimate on that job as sold you will ...
FirstAppOnCall
The purpose of this exception report is to identify instances when an technician is late for their first appointment of the day. Unlike all other appointments throughout the day, the expectation is that the tech arrives at the start of the arrival ...
PastBacklog
The past backlog is a list of jobs that have appointments in the past, have no appointments scheduled for the future, and are in a Scheduled, Hold, or In Progress status. It is essentially the detail for everything that is counted in the "Past ...
Returning Items to a Warehouse
The following document contains detailed instructions for this process- Returning Items to a Warehouse This video walkthrough will take you through the entire process. When a job is “Completed”, any items that were listed in the Material or Equipment ...