ServiceTitan Community

credit card numbers

when entering a customers credit card it would be helpful to have ST add the dash's as your typing after each 4 digits. that long number its hard to tell quickly if your keying it correctly. if it was broken up like xxxx-xxxx-xxxx-xxxx this would hel...

Cannot edit one of my technician's timesheets

Hello!We recently hired a new technician. For some reason, his clock in/out, dispatch, driving, and arrival times are not showing up in the Timesheets tab of Service Titan. It just says "no logs available" for each day he has worked so far. Because t...

Form Triggers

Hello - Is there a way to set a form to automatically email the office or any internal email to show that a form or checklist has been completed?

Discount Membership

Has anyone found a way to discount a membership invoice? We offer a 10% discount to seniors, but don't see a way to apply a discount without manually editing the price in the invoice. This is fine for employees in the office, but not efficient for th...

Resolved! Problem with Mobile App

I can open the app and go through the tabs at the top, but if I open and view and job the system freezes, whether it's a part job or a current one. I have tried uninstalling and re-installing the app. I called tech support who said they'd get back to...

Warehouse divided into sublocations (Bins)

Good morning!I'm working on setting up an inventory system for our company. I want to divide our warehouse into sublocations (such as bins) so that I can better locate where materials are. I'm not finding any information on how or if this is possible...

Order of Items on invoices

I wish there was a way of rearranging the order in which the items are displayed on the estimates and invoices. Equipment should be at the top, then services, then disclaimers etc, and then any discounts

Hello All!!

We joined Service Titan in September of 2023.I work for a large-scale RNC HVAC/Plumbing contractor and am interested in connecting with others to collaborate on improving workflow.

Swap Technician Days From Dispatch Board

It would be nice to be able to swap techs with a click of a button. From the dispatch board you could right click the tech, hit swap day which would then give you an option for which tech & then confirm. This would be very easy for office staff to ma...

Editing estimate/proposal templates

The new update does not allow you to edit the price of proposal or estimate templates, so when we need to change our pricing I have to delete and make new ones for each one it's extremely frustrating. We use the STATIC ones because we build in labor ...