Is there a way to use a form for office use only?Certain managerial tasks that are not associated with a job or customer would be much easier to track if forms were usable by office only. Here is a specific example: When we have technicians changing ...
Good Morning All,Our company is trying to establish as many processes we can utilizing service titan for tracking and keeping up with all of our day to day operations.The way we track our extended warranty / labor claims seems a tad not efficient. ho...
COMMUNITY-I-2070 Currently you have to "pull" the form, go to forms and then preview the form... how do you know you want to pull it if you can't preview it?? Just click the link above if you want to vote for it!
CLOSING SOON! Thanks to all who provided feedback! We have a quick poll for feedback on 3 different logo ideas they are working on for "Pro" product experiences. Follow the link to the logo choices and answer a few questions. This should take less th...
I'll go first (I'm strictly HVAC right now but I'd love to hear about all trades!): Service techs: Average ticket on opportunity jobs, conversion rate, leads set Comfort Advisors: Average ticket, close rate, options per opportunity I'd love to know w...
COMMUNITY-I-2018 Can we get an HR platform on the road map if its not already??!! Employee time off tracking, SOP, employee files, handbook, onboarding, offboarding and all that jazz!!! Maybe strike up a deal with Bamboo HR since we just signed on wi...
A way to add PDFs to a technician's or employee profile would be great. Ways to add evaluations, copies of licenses, etc.
Some background before the question. As stated we are a commercial based HVAC-R company. Our techs go out to sites and do service calls. Being commercial most of the time the work needed to fix the equipment needs to be quoted to a corporate company ...
Is there an option to copy and paste customer contact info without it becoming garbled and out of order?I find it is difficult to put info. into emails due to having to make adjustments to copied info. The text size, font, colors, are all different, ...
What is the name of the sandbox platform where you can play with service titan?
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