Discussions

Project invoices

On Project Invoices, why is it possible to combine the labor charges from each invoice attached to the project and show it as one, but it shows multiple payments pulled form each invoice attached to the project? This is very confusing to customers an...

Change or Add Campaign Metrics

Hello,I'm looking to see if it is possible to add additional metrics to the Performance Totals for Campaigns.Would like to add in additional Metric here for "Non Serviceable Lead"ie Currently there are CallsLeadsBookedMan CallNew Customers

How often do you do counts?

Hello everyone!We have been using Inventory in ST for about a year now, and trying to dial it in now that we understand it better. I would love to do spot checks, not of entire trucks, but of certain items. Does anyone do this now? and if so, do you ...

Purchase Order Entries Show Job Type

When the office is entering purchase orders - after the job number is entered we need to know the 1. business unit (which populates)2. Job Type (Can it be added to populate when the job number is entered on the create purchase order screen) ? This wi...

i need to upload a bulk customer list by emailing list to technical support. what is email address?

I need to upload a bulk list of potential new customers by emailing an excel spread to tech support. what is the email address associated with technical support?

Mass Update - Location field

Coming from a SQL background and know this is quite easy in SQL or SOQL (Salesforce), I wanted to pose this question. I have a csv sheet with two fields. One column is a record ID that matches to a custom field on our ServiceTitan location record. th...

Exporting aging reports in excel

I have a customer who has 38 main accounts and wants a ledger for a year of their accounting in excel. It sounds excessive from what I have been reading, if possible, at all.

Customer Portal and Estimates

Am I understanding correctly that ST does not currently have the capacity to use the Customer Portal to view estimates and sign documents?

Color blocks on scheduling board editing

Give us the option to change the color on the scheduling page to whichever tech we choose…after the system auto assigns a color base on current rules…color coding the scheduling helps us stay organized Currently if color option is on and two techs ar...

Build Estimate Button on Membership Screen

I use the follow up screen frequently to follow up on expiring/expired memberships. When I click on a line item, it directs me to the customers membership screen. I wish I didn't have to go back to the location/customer screen to build the estimate f...

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