How do you track the warranty periods for equipment with multiple warranties? The equipment file only allows for 1 warranty period. If we install a rooftop package unit it comes with a 1 year parts warranty, 5 year compressor warranty and 10 year hea...
We have two employees that use the chat feature daily. Is there a way to separate them so she can see her chats and I can only see mine? If not, it would be a great option in the future.
It would be really nice to be able to move the column headings for different things on the new location/customer screens. For example, on the Equipment area - We can't see our tags or memos or warranty information without having to scroll the bar ove...
Does anyone have an oil heating checklist already built? Trying to not reinvent the wheel... Thanks in advance! James Greens Heating & Air | Nampa, Idaho
We use the create invoice tab on the customer level. Is there a way to make the invoice more detailed and not so generic?
Does anyone else want to be able to add tags from the invoice section to note if an invoice was sent or any other accounting tags, rather than having to go back into the job section... Hopefully we can make that happen
Hello! The XD team has been working on alternative flows of creating reports, and we would very much appreciate your opinions on this. Please follow this link to give us your feedback by working through a few tasks in a mock-up situation. This activi...
We are extremely unhappy with the new layout design for both the Customer Page and the Location Page. While there are many great things about Service Titan, it feels as though random aesthetic changes that no one requested are being implemented inste...
We’ve revamped the Customer & Location pages in ServiceTitan to help you find the exact information you need faster. With the redesign, you’ll see improvements such as:A navigation sidebar, so you can quickly jump to the section you wantFilter/sort o...
My technicians are telling me that the forms section on mobile is very congested as I have a lot of safety paperwork in there for them for when needed. Once they use and complete the forms, I am able to save them elsewhere but they seem to be cloggin...
