Posts

Service Agreement Visit Pricing Option

I would love to see the ability for service agreements to break out the pricing by visit in additional to the total price at the bottom. Our customers currently can only see the total price at the bottom of the agreement, however, they also want to s...

kurquhart by New Contributor II
  • 522 Views
  • 2 replies
  • 1 kudos

PDF's failing to load

My team is working on service agreements for all of our customers. When we get to the final step "preview and download" nothing loads on the preview screen and when we select download, we get an error saying "failed to load pdf file". I have subseque...

kurquhart by New Contributor II
  • 378 Views
  • 1 replies
  • 0 kudos

New Visit Template Approach - Feedback Needed!

We are exploring different approaches to allow you to create templates for your commonly used visits. Our aim is to make the process of building out visit schedules more repeatable and efficient for your teams.Please review the self-guided prototype ...

esmith
by Contributor
  • 727 Views
  • 2 replies
  • 3 kudos

E Mail Wrong On Service Agreement Template

Does anybody know where the service agreement template is pulling our company e-mail from??It's one of our emails, but not one on any of our Business units

RPHRiley1 by ServiceTitan Certified Administrator
  • 439 Views
  • 1 replies
  • 0 kudos

Service Agreement Permissions - Feedback Needed!

Hello All! We are developing user-level permissions for various Service Agreement related actions/pages, and would appreciate your feedback. Below is a list of possible permissions we are exploring, any feedback on these or necessary additions/change...

darjoman
by New Contributor
  • 691 Views
  • 3 replies
  • 1 kudos

Page crashes when I edit the agreement

As I edit the agreement adding in imagery and other fields, the page crashes. I find I need to click save draft after almost every little thing I add because if I don't the page will crash and I lose everything.

kurquhart by New Contributor II
  • 716 Views
  • 4 replies
  • 0 kudos

Enhancement: HTML issue in Task Summary resolved

Hi everyone - the issue where Task Summary was showing HTML tags in the generated documents has been resolved. (This was also an annoying one!) Thank you all for your continued engagement and feedback.

esmith
by Contributor
  • 887 Views
  • 3 replies
  • 2 kudos

Enhancement: Backdating Start Date

Hey folks, the ST team is excited to share an enhancement that was released in our 67.1 version: you are now able to backdate the start date of service agreements.Previously, the start date was restricted to the current date (which was a bit of an an...

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esmith
by Contributor
  • 338 Views
  • 0 replies
  • 1 kudos

Invoice Totals

I didn't realize that if the Service Agreement tasks were not all equal in cost, that ST would invoice them as such. Typically, we spread the price of the agreement evenly throughout the year, regardless whether some tasks have more costs than others...

dhelms by Contributor
  • 501 Views
  • 2 replies
  • 0 kudos

Client-Specific Pricing Rules - Impact to multiple Business Units?

Good afternoon! We have a Service Agreement activated for one of our customers; the Business Unit is AC-Service. We have another BU that also provides service for this customer, GC-Service. It is our current policy that if you have a Service Agreemen...

dhelms by Contributor
  • 639 Views
  • 3 replies
  • 0 kudos