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Resolved! Searching by customer provided work order #

We have just joined the Service Titan Community two weeks ago. We do a large amount of work for commercial, property mgmt. and warranty companies that all send us a work order # that they generate to track each job. I know we can add a custom field t...

Pruitts by • New Contributor
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  • 1 replies
  • 1 kudos

Recurring Services Page

Would it be possible to have the type of home that it is for on the Recurring svc page? For example having a spot where it shows Residential/ manufactured/commercial?

DBush by • New Contributor
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Estimates

Is it possible to add photos to an estimate? Or can that only be done after the Estimate has been sold?Thank you

Auto Adjust Splits

Hi all, I was having some issues with closing out a job and creating a new appointment on a multiple man job. We noticed, since we had recently terminated an employee, who was 100% on the job, we were unable to do these requests. It would be nice in ...

jenniferg by • New Contributor
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  • 3 replies
  • 3 kudos

Resolved! Make preferred tech more visible on location profile

I love that in the customer location you can select the customer's preferred tech however, I wish it was more visible! Could we add it to the top of the page near the customer's name? Or find a way to make it stand out more - add a banner, bright fon...

KhianaKlatt by • Valued Contributor II
  • 1981 Views
  • 3 replies
  • 3 kudos

Assign new phone number to customer at call booking

When an existing customer calls in from a new phone number, there should be a way to assign that new number to the existing customer once I select them from our customer list. Currently I have to do this after the call is booked by going into the cus...

ericocca by • New Contributor
  • 1163 Views
  • 3 replies
  • 3 kudos

Scheduling Assistant

Just looking to get an idea on the opinion of the Scheduling Assistant tool. How useful has it been for users? Would you recommend it?

No call bubble or audio recording

I have been having trouble with call bubbles not appearing and calls not recording. Last week tech support blamed it on that call bubble glitch however, it happened again today. I had call bubbles not appearing this afternoon and another 5min call I ...

KhianaKlatt by • Valued Contributor II
  • 3271 Views
  • 12 replies
  • 1 kudos
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