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.
I would like to edit the invoice and estimate templates. How do I do that?
Once a job has been completed by one of our technicians and the job is closed, there are many steps that job goes through after this before it can be invoiced or batched, whichever is necessary. (i.e. Adding a PO# (sometimes, waiting to hear back fro...
Are any other contractors utilizing a Plumbing and/or HVAC flat rate pricing program via Service Titan? If so, which one and how has your experience been? We are currently looking for a different one. TIA!
Currently through a gated feature you can hide line item pricing, but that applies to all the invoices. Could we make the feature able to be toggled on invoice type on the Payments and Invoice Type screen? That way customers can choose an invoice typ...
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