General Office

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Customer Information Page

I am referring to the area where you enter customers new information. Location and Billing needs more fillable options. I think this is the area where there should be a field to ask additional questions. This gives us a better 'flow'. Example questio...

dups-ccr by New Contributor II
  • 2418 Views
  • 5 replies
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Typing HotKeys/Shortcuts

So I am unsure if I am using the wrong terms to try to find this, but does ST have a way that we can use typing shortcuts? That way we can just put like a period, colon, dash, etc to then put some letters down, then that would equal and code out to a...

Dawn2Dusk by New Contributor
  • 2143 Views
  • 4 replies
  • 2 kudos

Unassigned Alerts

We were hoping to use the unassigned alerts to help us keep track of any unassigned jobs but when we turned it on we were inundated with any reschedules on the board. Because we place jobs months in advance on the board, we move hundreds of jobs per ...

AnnaMcKay by New Contributor II
  • 1012 Views
  • 1 replies
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Reclassify Chats

Is there anyway to reclassify or attach a chat to a different job. When we get chats from customers it doesn't always attach to the related job.

Emailing job invoice, and estimates option (Office Side)

Has anyone else lost the option to email the job invoice and estimate together on the office side? I just noticed the option to include estimates as a PDF when you click the email button on the invoice page was gone. I just got with tech support but ...

Screenshot 2023-08-31 at 3.49.00 PM.png Screenshot 2023-08-31 at 3.56.08 PM.png
hunterma by ServiceTitan Certified Administrator
  • 1258 Views
  • 1 replies
  • 1 kudos

How to organize customer/location profile notes

I have noticed that within ST, you cannot delete a note on a customer/location profile. I understand the reasoning behind this however, sometimes a note is no longer relevant and I'd like to delete it. We have recently added in a custom field on the ...

KhianaKlatt by Valued Contributor II
  • 1291 Views
  • 2 replies
  • 0 kudos

more than 1 email

Would it be helpful to anyone else if Aspire allowed more than 1 email address per client?? I'd really like to see that!!

IHafner by New Contributor
  • 1425 Views
  • 3 replies
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