New Update for Flyout Customer Edit, Location Edit, and Create Customer.

LA_Barker
New Contributor III

I HATE the new update with the Flyout Customer Edit, Location Edit, and Create Customer with a passion!!!

So many more steps and more confusing than the old way.

Can't change phone 'type' from landline to mobile, in case it was saved wrong. We were able to fix it BEFORE the update.

Have to go to the Customer Edit Flyout to click on 'Mail/Email' and save. Then go to Contact Methods to click Notifications. Why so many extra steps now???

If you are going to 'fix' something, how about make it so you can move the order of the phone numbers and emails. Example: you're given a different person to contact as 'primary', but still need the other numbers/emails left on the account as well. The new info gets added to the bottom and you can't see it in the 3 or 4 lines listed in the Contact Methods. So in order to see it, you have to replace the ones up top and add them back to the bottom... again a lot of steps.

12 REPLIES 12

BKripp19
New Contributor III

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6057 Please vote for them to let us keep the option to use the old version! We are gaining traction and they have switched the status of my idea to "future consideration" the more votes, the more they will take us seriously!

lt1pwr94
New Contributor II

Agreed, extra steps added and god help you if you need to change a phone number in the customer section.  When you go back to the call everything is blank.  The update has caused slow downs which is not a good thing in a high volume office like ours.  Updates like this and still no dark mode....

BKripp19
New Contributor III

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6057 Please vote for them to let us keep the the old version! 

Haley
New Contributor

Couldn't agree more, it's insanely frustrating that they are making Service Titan LESS user friendly and LESS efficient to use. 

BKripp19
New Contributor III

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6057 Please vote for them to let us keep the option to use the old version! They are noticing!!

mleahy
New Contributor III

We have not been able to verify locations at all since this new update came out! Even after entering in the customer's address manually, with city, state, and zip code the system still fails to verify the information correctly! We accidentally booked jobs WAY out of state (and in one case another country!) because of this. It's very frustrating.

BKripp19
New Contributor III

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6057 Please vote for them to let us keep the the old version! They have switched the status of my idea to "future consideration" the more votes, the more they will take us seriously!

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

For verifying locations (it's a little counterintuitive), include the city or zip on the address line (like 123 Main Street Springfield) and it will verify without having to fill in the other fields!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

Or how about they put it back to the way it was before where we didn't have to do the counterintuitive thing because it was intuitive enough to do it already. The new update is more time consuming, less innovative, creates additional steps for the CSR, and is extremely frustrating. Service Titan needs to stop fixing what ISN'T broken and focus on fixing what IS broken.