Posts

Y'all give this idea the votes it deserves!!!

I was about to create this idea but it already exists and only had 6 votes!? I'm assuming a lot more people are frustrated by this please go vote I'm so tired of having this conversation with customers!! COMMUNITY-I-1874 Request for cc & bcc fieldsPl...

RandiThompson by ServiceTitan Certified Administrator
  • 27 Views
  • 2 replies
  • 6 kudos

Smart Fills for PDF In Adobe

Why is it impossible to get a "how to" on PDF smart fills on Adobe Acrobat? I have used the smart fill codes provided in the help section on my form in Adobe and when its uploaded to the form section, and I open it in the job, its blank, not even fil...

Preferred Technician Except the Opposite

While it doesn't happen often, we recently received a request NOT to send a specific technician - I'd like to put a note in the customer record so they don't have to mention this every time, but I don't want the note visible to be technicians. We'll ...

sanapol by New Contributor
  • 99 Views
  • 2 replies
  • 1 kudos

Resolved! Purchase Order

Hello,I am hoping someone can help me find information on how to track and manage purchase orders from ServiceTitan. I am not sure if it is possible to do so, but if it is, I would love to learn how to do it. Thank you.

Filter for forms on customer or location page

Is there a way to add additional fields to the forms section? We have a form that we would like to be able to see at a glance when the last time it was completed. I am attaching a screenshot here. It defaults to the form name and status. We would lik...

Screenshot 2024-02-15 at 12.15.06 PM.png
AmyHart by ServiceTitan Certified Administrator
  • 131 Views
  • 1 replies
  • 0 kudos