ServiceTitan Community

Is there a feature we can add so we, in the office, can create a Purchase Order from a "Project" ? If not, will this be available any time soon?

LOVE IT !!!! Thank you Service Titan for the improvment :)

Does Service Titan integrate with Outlook, so that I can save email sent through Outlook , to a customer, into Service Titan

Is there trigger that would make Service Titan automatically email an invoice when the job is completed ?

It would be great if Service Titan had the capability to alert us when a job has been on hold for a number of days.

An example: Call has been on hold, waiting for a part. After a time period of 2 days we'd like something to alert the dispatcher that this call needs their attention so it doesn't get forgotten.

We do a lot of New construction HVAC that can take sometimes a few months to finish due to a variety of reasons, how do ya'll book that when you don't install equipment rite away but need to take a down payment?

Currently we have put the job on hold but that is creating a problem for accounting and I called support but they said the best way is to keep it on hold or keep changing the date of the main job created for the invoice that shows the equipment infor...

HOW DO I APPLY AN OVER PAYMENT BY A CUSTOMER TO ANOTHER ONE OF THEIR INVOICES?

How can you create an invoice without having to book a job first. We have been told the system does not allow us to do it. Any suggestions?

Removing call windows?

We are moving towards removing our call window when speaking to customers. We are going to begin being more vague with customers. Our new phrase will be, 'I can have a technician there before 4' Does anyone have suggestions on how to do this through ...

Does anyone have a good way to figure actual close rate? When we get out to a call and its a warranty or other tech recall Service Titan doesn't recognize these task as non convertible. Has anyone figured this out? Thanks,