ServiceTitan Community

I cannot seem to figure out how to add the equipment from the customers record so the CSR can select it when booking the call, then it would pre-populate on the tech's mobile work order.

So he knows what he is working on and he can add or change it as needed. and we will have a history of what work was done on that piece of equipment

IS there a way to create a project for a customer selecting jobs from multiple locations?

Say a landlord with multiple properties and is getting service contracts on all of them? We can't add those to a project and send them 1 invoice due to them not being at the same locations.... Or, when we service big apartment complexes.... Each apar...

Is there a way to get a report of new customers we have?

I wish there was a way to freeze an account so no calls can be scheduled.

Example, we have a monthly membership program, and sometimes a credit card expires, it takes a while for customers to return our call to update, but some of our CSR's or answering service will continue to schedule appointments, even if we have tags w...

I spoke with someone in technical support requesting a recording to be added to incoming and outgoing calls stating "this call is recorded" I was told that the incoming calls can be noted as being recorded, but there is no feature for outgoing calls

Am I missing how you sell a job INSIDE the quote? I'm reviewing the estimate option, customer approves the work - I then have to go back to the job, to view options & THEN sell. We should really be able to sell from inside the quote itself

can you see preferred technician at a glance on the dispatch board? Without having to go to the customers info? I move things around on my schedule based on zones and if a call has a preferred tech I cant tell.

Is there a way to show 2 lines of info for each job on the dispatch board? Right now, I only see the first tag or two and parts of clients names