Have any other users noticed that new customer information (name, address, and contact) is now being erased from the new customer screen when CSP's use the go back button. Previously you could navigate away from entering a customers contact details a...
We are a business that schedules service calls in two different time zones but our main office is in a different time zone from one of the locations. We would like to see a feature where we can set each business unit to have its own unique time zone....
Would it be possible to add the "No Charge/Non-Opportunity" check box to the list of fields for converted jobs and recall jobs in the booking step so that employees do not have to go into the job after it is made to edit it? This would cut out extra ...
Hey Everyone! If you would please vote on the idea below! Thanks so much https://community.servicetitan.com/t5/Ideas/bd-p/ideas
When we mark a lead as a follow up since we did not book the job there is no way for a CSR member to really know that, that follow up that was created should be booked from the follow up tab unless they know where to look. We think it would be helpfu...
Our ST is not recording manual calls. It shows us the call was made and we can attach it to a job but we are unable to listen to the call,
I see adding a note to an already booked job automatically closes the phone call bubble, so in the same way, we would love updating the job summary for an already booked job to do the same thing, where the system automatically excuses the call and ad...
I saw a post similar to this one from a couple years ago and was advised by tech support to rehash the topic. I just got done speaking with them about the setting that automatically changes jobs to "no charge" when an estimate is sold on the job, eve...
We have an automatic reply set up for after-hours, but I was wondering if there's some sort of temporary automatic reply we could set up for holidays that fall during our usual operating hours?
We have a job type for Phone Call Follow Up, meaning a physical visit is not necessary, just a phone call is needed. The issue with having it be a job type is that it must get dispatch and arrived to close out completely, or else it will be left in t...
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| 09-16-2024 01:14 PM | ||
| 07-29-2024 07:42 AM | ||
| 07-25-2024 06:45 AM |
