We have a customer that has 100's of locations and we do maintenance for them each fall they like to get one invoice for each street so 10-15 homes per invoice. Is there a way to create a project that will allow me to book each location but combine t...
Currently , we can not schedule an appointment for say..7pm. We have to schedule for 5pm and just work in order that they were received.Thank you!
Is it at all possible to delete a "deactivated" custom field? And if yes, how do you go about doing it? I do not see any options to delete them. We are getting a lot of the custom fields piling up that we never use. I was looking to consolidate that ...
Does anyone know of a answering service that will book calls in service titan?
On several occasions we have clients that book multiple appointments for the same time and day. I would like our booking confirmation notices and our dispatch notifications to include the Job Type, so when the customer receives multiple communication...
Hey fellow Titans! We have Marketing Campaign as a custom field on our job booking screen and lately whenever I am booking a call, the box is greyed out and I can't change it unless I book the job and go back in and edit it. Has anyone else dealt wit...
I think it would be helpful if we had an option to create alerts when capacity planning is not used. We find ourselves becoming overbooked due to jobs not being booked with capacity planning / Get Availability. If an alert is not an option would crea...
We are new to ST. Our Go Live is on 7/13 and I am semi freaking out. 1 of the features we currently have with out software is the ability to have Parent customers and child customers. I am being told that ST does not offer this feature. For example, ...
When we go to book a job on the call booking screen we have to select the job type and then the business unit. There are so many boxes to populate and fill out in order to book a job. I would love to see that after we select the job type, it auto-pop...
Would it be possible to add an option on the side menu for the history of notes on a customer's account so they don't build up on the customer/location page?Purpose of Idea: instead of deleting notes from the account, they can be placed in a folder o...
| Subject | Author | Posted |
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| 11-26-2024 01:37 PM | ||
| 11-13-2024 07:21 AM | ||
| 09-16-2024 01:14 PM | ||
| 07-29-2024 07:42 AM | ||
| 07-25-2024 06:45 AM |
