General Office

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Updated Customer & Location Page Design

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...

aquamark by New Contributor III
  • 13187 Views
  • 27 replies
  • 3 kudos

Resolved! Is there a way to delete or archive completed forms?

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...

CaraD by New Contributor
  • 2996 Views
  • 4 replies
  • 0 kudos

PDF Forms

ST needs to make PDF forms work properly on the admin side. When an admin tries to edit a PDF form, there are glitches and issues with drop down layout, but on the mobile side it works fine. Please fix for admin side.

Unpinning notes changes the date of the note

When you unpin a note it should remain the date for which the note was created. Some notes become out-of-date and when we unpin notes on customer and location pages, it changes the date it was entered. This leaves us with an inaccurate record of note...

sophias by New Contributor II
  • 1881 Views
  • 2 replies
  • 1 kudos

Suggestion to Updated Customer Page

On the newly updated customer page on the left side panel where you can pick each section and be quick casted there, the only way to quickly get back to the main screen with all the customer information is to hit the return to top button at the botto...

DWK55 by New Contributor
  • 1877 Views
  • 2 replies
  • 0 kudos

Resolved! Digital Material Requisition Forms

Hi all, I'm looking for a digital form that the guys in the field can fill out to request parts. Currently, they hand the Purchaser post-it notes, text her photos, or call/email them to her. This leaves too much room for error. I've tried Google Form...

Why doesn't Service Titan support Firefox?

Just a question regarding why Service Titan doesn't support Firefox. I find it to be the best all-around browser that is otherwise generally supported, and while our CSRs use Gmail and various other Google apps, they do so on Firefox. I have no issue...

January 17 - National Customer Service Day!

Did you know that tomorrow, January 17th, is National Customer Service Day? Celebrate your CSRs, and let them know how much you appreciate the time, effort and patience they put into caring for your customers. In addition to celebrating, make sure to...

asnow
by Valued Contributor II
  • 1078 Views
  • 0 replies
  • 2 kudos

Can you post academy in the content portal?

I'd like to share specific academy and knowledge base content in the technician content portal. Is there a way to link the article of video directly from Service Titan? If not, is there a way to download it so we can then upload it into the content p...

jamied by Contributor
  • 1486 Views
  • 1 replies
  • 0 kudos