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Modifying a "Sent" Invoice

It would be nice to have a "failsafe" warning when attempting to modify an invoice that has been sent. (emailed or printed and marked as sent). Something like...Warning you are attempting to modify a sent invoice. Are you sure you want to continue? Y...

mschulte by • ServiceTitan Certified Administrator
  • 1361 Views
  • 1 replies
  • 4 kudos

Default Landing Page Work Around

If you have an employee that is looking to have a different landing page when they log into ServiceTitan, that is not the normal landing page that come with their assigned role. Rather then making the a custom role and redoing the permissions. Just h...

Zachkays by • ServiceTitan Certified Administrator
  • 1673 Views
  • 2 replies
  • 2 kudos

Missing Business units

We have multiple business units within our company. Half of them have disappeared but are all active. Anyone else have this issue prior?

contacts in alphabetical order

Good afternoon, I would like to put in a suggestion for alphabetizing the contact names on customer profiles. We have created a profile that we use as a rolodex that we use very often and each time that we use it we are searching through the phone nu...

cwidener by • New Contributor
  • 1156 Views
  • 1 replies
  • 1 kudos

Resolved! Report Audit

I was wondering if there is a way to see who accesses what reports? They have an audit trail for almost everything else except who is running what reports and non-job events that I can find.

AlanaOHA by • New Contributor II
  • 2322 Views
  • 2 replies
  • 0 kudos

Resolved! Tags on leads

Hi all-I am seeing the Tags heading on a lead accessed from 'leads' in the follow up module. Additionally, seeing the "tags" column in the working screen from 'leads' in the follow up module. BUT where in the process are we able to add the tag?

charringtonPSB by • ServiceTitan Certified Administrator
  • 2341 Views
  • 1 replies
  • 0 kudos

PDF attachment to send through ST

We would like to be able to send a PDF to a customer through ST to track they received the email and opened it. Sending through email works, but we would like for everyone to have access to see the tracking of it sent and opened, is this possible or ...

HOLLY2021 by • New Contributor
  • 1473 Views
  • 1 replies
  • 0 kudos

Color change for Tasks

HelloDoes anyone know why did the tasks colors get reversed? Now if its closed task it shows it in green and open task shows in red. Its confusing. It was red for closed before.

blackpan by • New Contributor
  • 5669 Views
  • 8 replies
  • 3 kudos

Non-Managed Tech becoming Managed

We have a phantom change from non to managed technician. It was not due to using the managed/non-managed drop down nor was it from a job where it had no managed techs. ST support is looking into this for us. What I am wondering is does anyone know ho...

MirandaMel by • ServiceTitan Certified Administrator
  • 2186 Views
  • 3 replies
  • 0 kudos
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