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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
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  • 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
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  • 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
  • 1662 Views
  • 3 replies
  • 0 kudos

Resolved! CSR / Dispatcher

Hi!! We are looking for insight on how others split the roles of CSR/Dispatcher.We are an HVAC / Plumbing / Remodeling Company. Looking for ideas / thoughts on having one person as CSR/Dispatcher for HVAC and another for Plumbing, or having one perso...

Arieckert by • New Contributor
  • 2924 Views
  • 3 replies
  • 1 kudos

Have Visa/Debit as payment option

Hello! Here in Canada, we have so many customers who wish to pay with a Visa/Debit card however, these payments are not accepted through ST so they cannot pay their bill online or by phone with this type of card. Please consider adding Visa Debit car...

KhianaKlatt by • Valued Contributor II
  • 1950 Views
  • 3 replies
  • 1 kudos

Office calendar within ST!

We would absolutely LOVE to see an office calendar within ST. We will often add non-job events to office staff's lines so they remember what meetings they have. However, it would be so much more convenient to add jobs to office staff's lines. For exa...

KhianaKlatt by • Valued Contributor II
  • 1280 Views
  • 2 replies
  • 4 kudos

Job Costing PO includes taxes

I have just recently realized that when you pull up job costing, that PO's cost includes taxes. This doesn't seem right to me...if we purchased equipment/materials outside of the job then the cost of the tax on those items would not be included. Has ...

MirandaMel by • ServiceTitan Certified Administrator
  • 1455 Views
  • 2 replies
  • 2 kudos

Schedule Viewing

There needs to be some tool that allows for us as office management to view the schedules, time off, and breaks taken in real time the same way that you can view it for the technicians. I understand that the office staff is often over looked in the t...

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