General Office

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Resolved! Equipment Tab

I am suggesting that the "Equipment" information for a customers location be minorly updated. I use the equipment information both the model and serial numbers to do registration and apply for rebates for customers after we install equipment. Current...

CSR / Dispatcher Meet & Greet!

If you haven't joined our Community CSR/Dispatcher group yet, NOW is the time!Join to get exclusive content, a library of tools and training, and access to our group moderators, Angie Snow and Conner Wilkinson. Next week is our first virtual Meet & G...

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asnow
by Valued Contributor II
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Service Discord Or Slack?

Does anyone know if there is a server on discord already in existence or a slack? I was going to create a server on discord but wanted to ask before doing so. ST community could benefit instant messaging integration in my opinion. It would be cool to...

jaquelin by ServiceTitan Certified Administrator
  • 2079 Views
  • 3 replies
  • 1 kudos

Resolved! Emailing customers invoice/photos/estimates

Does anyone know how I can send a customer an email that contains, the invoice, the photos from that job, and the proposed estimates. The invoice has been closed and exported already. Im trying to put this all into one email if possible. I know how t...

dphilcox by New Contributor II
  • 2178 Views
  • 2 replies
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Editing Notes and Date Changes

Hi all, I wanted to flag an issue that has come up in our office with taking and editing notes. There are times in the Job history that we need to edit notes but still want the original date of the note reflected. There is an auto time/date stamp for...

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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
  • 1112 Views
  • 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
  • 2541 Views
  • 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
  • 2954 Views
  • 4 replies
  • 0 kudos