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Notes

Good afternoon, I have come across an issue with notes on customer accounts. We have notes pinned that need to be unpinned and when I unpin them the original date changes to today's date. I need for the original date to stay on the note when it is un...

vwiggins by • New Contributor II
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  • 1 replies
  • 3 kudos

Screen layout

Good morning, In the last update the look of the customer and location screens was updated. When that happened the membership on the location side was moved to the bottom of the screen, but it is still at the top on the customer side. It was at the t...

vwiggins by • New Contributor II
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  • 2 replies
  • 1 kudos

Resolved! Looking for tips, tricks, or process to view all Open Projects

I manage all HVAC New Construction projects for our company. I'm looking for a way to view all open projects, within my business unit. I can have 50-100 projects going at once, all in different phases/stages of construction. Is there anything current...

SallyC by • New Contributor III
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  • 4 replies
  • 0 kudos

Customer Chat Feature

Hello Everyone! I believe Service Titan users would greatly benefit from changes to the customer chat feature. The changes would include being able to close multiple threads at once similar to the way someone would delete multiple emails in their inb...

Resolved! New Customer / Location Page View

A few early thoughts as we see the new changes. ***We can no longer see the audit trail / history on payment methods. We need this back.Invoices and payments. With the division of these sections, matching up payments to the invoices can be tedious. E...

mkane by • New Contributor III
  • 3519 Views
  • 7 replies
  • 1 kudos

Equipment with multiple warranties

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...

Chats

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.

cmzortman by • New Contributor II
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  • 2 replies
  • 4 kudos

Resolved! Ability to Move Column Headings w/new update

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...

hay3880 by • New Contributor
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  • 3 replies
  • 7 kudos

Oil Heating Checklist

Does anyone have an oil heating checklist already built? Trying to not reinvent the wheel... Thanks in advance! James Greens Heating & Air | Nampa, Idaho

JBarrett1 by • New Contributor III
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  • 2 replies
  • 0 kudos
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