ServiceTitan Community

Estimate FLAGGING

Good morning, Team.Is there a feature that can be added for a technician to tap on to flag a job for an estimate to be made? I realize the dispatch board is color coded in response to the progress the job is on. Blue for scheduled, Purple for dispatc...

Clock In/Out Hover from Dispatch Board

It would be a great feature to be able to hover over the clock in/out carat from the dispatch board to see what time technicians clocked in/out at.

Deactivating Customers Who Moved

Hey Everyone,I would like to see what best practices are out there to deactivate customers who have moved out of our service area. We have a list of them that we want to make sure to remove from any marketing, however, we still want to hang on to the...

Adding Banner similar to Do Not Service for Oustanding Balances and Credits

Does anyone have a good procedure for putting a banner similar to the "Do Not Service" one at the header for people who have outstanding balances or credits?

Job showing incorrect hours due to user error. How can we fix?

My manager was trying to close some tickets and dispatched a tech. She then manually changed the day of the dispatch and added an arrival and ending manually without changing the date. That added 12 days to the ticket. Then she completed the job with...

When customer purchases multiple ongoing monthly memberships

I had a customer who purchased 2 ongoing monthly memberships. When it billed the next month it only billed one, I was not aware that an update needed to be made in memberships to have it bill two. Is there a way to set up so Service Titan does an aut...

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...