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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
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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
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  • 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
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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
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Resolved! Create Invoice

We use the create invoice tab on the customer level. Is there a way to make the invoice more detailed and not so generic?

cmzortman by • New Contributor II
  • 1766 Views
  • 2 replies
  • 0 kudos

Accounting TAGS

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

juliemc by • New Contributor II
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  • 3 replies
  • 3 kudos
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