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.
Posts
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 ...
Audit Trail on Customer and Location Page - COMMUNITY-I-4673
Added another idea to the page today. Vote if you agree.There should be an audit trail on the customer and location pages themselves like on the job history to show when and who makes changes to the accounts. For example, when addresses are updated o...
Attaching a document to a note... Idea posted COMMUNITY-I-4641
It would be nice if we could attach a document to a particular note that we are putting on a customer or location page instead of having to go through all of the attachments to try to find the one that goes with that note. For example, we received a ...
Microsoft teams phones
Anyone using Microsoft teams phones with service titan? if yes, how is it going is it seamless?
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 ...
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!!
Resolved! Real estate company customer/location records
We work with multiple real estate companies and buyers to provide real estate inspections before a purchase. With regard to customer cards and locations, what is the recommended way to keep track of real estate companies with multiple agents who have...
I am almost done with service titan
Can't speak with my CSM team everything goes thru email. The call support center doesn't seem as knowledgeable as they once were. VAHE where the heck are you?
Email section
On the customer profile page, under the email section, there is nothing listed even though we have emailed invoices, estimates, and forms from both the mobile and office. What emails are supposed to show there?
