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Community Activity

New Business integration help

We have an opportunity to take on a "partnership" with an existing business that entails taking over their residential hvac and plumbing in our area. This is not a purchase and not a growth of necessity, but rather a favor to this other company to co...

hrpete by New Contributor
  • 42 Views
  • 0 replies
  • 2 kudos

TAGS

It would be awesome if we could have tags set up where once a customer is added to the system it would automatically add certain tags without having to manually enter them. For example we add City tags to our customers so the city shows up on the dis...

Contractor Disclosure Forms

It is our states law that we have a contractor disclosure form signed from residential homeowners if we are going to perform work to change property that exceeds 2000.00 In discussing with Service Titan, I have not come up with a solution to do this ...

kylakulp by New Contributor
  • 55 Views
  • 1 replies
  • 0 kudos

Office Side Mobile Application

It would be super helpful if there was a completed and functional mobile application for the office side to use. Especially, when it comes to dispatching. We have after hours and our dispatcher(s) have a hard time using the website on their phones. C...

JenCCSMech by New Contributor II
  • 48 Views
  • 0 replies
  • 1 kudos

Pricebook Audit Trail

Hi ST & its users,Happy Thursday! I was wondering if there was an audit trail for the Pricebook tab? If not, I think it would be a great addition to Service Titan (if possible of course). Thanks!

jazleger by New Contributor
  • 47 Views
  • 0 replies
  • 0 kudos

Hello everyone!

Hello, my name is Gisselle. I work with Master Plumbing in Idaho and have been for the past 3 years. They introduced me to ServiceTitan and I have really enjoyed it thus far. I hope to get knowledgeable answers from you all on certain questions I may...

Gibarra25 by New Contributor
  • 62 Views
  • 0 replies
  • 1 kudos

Invoice Closeout Not Showing Procurement Source

When I go to return items on an invoice through the invoice closeout it should create an adjustment using the procurement source that the item was requisitioned from, however it does not. I noticed that when in the invoice closeout page all of the pr...

LoganB by New Contributor
  • 86 Views
  • 1 replies
  • 0 kudos
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