General Office

Posts

Search for Customers and Locations

Would like to be able to search customers and locations by their last name only and have it sort by last name. Also when searching by address to be able to sort the information by address.

lpalladi by New Contributor III
  • 5113 Views
  • 5 replies
  • 0 kudos

Create a Search Bar

Instead of having to click the magnifying glass in order to then search. Why not have a search bar (similar to google) where you can start typing and the system will auto-generate suggested options based on what is typed. And then from there, maybe h...

vollie71 by New Contributor II
  • 5690 Views
  • 6 replies
  • 1 kudos

Resolved! Task Management

Hi All,We are using Task Management for our Permit process it's working, Are you using it for Permits? If so is it working for you?ThanksRoger

rcampbel by New Contributor II
  • 4903 Views
  • 4 replies
  • 1 kudos

Task Management

When I read the general use for Task Management it seems to be focused on customer complaints, refunds, and warranty parts. What I would like to use it for is accountability for duties for staff and techs. I would like to set a recurring task for tec...

debbloui by New Contributor III
  • 3496 Views
  • 4 replies
  • 4 kudos

Resolved! Lodging and Travel Expenses On Projects

We would like to track Lodging and Per Diem expenses on Projects. For now we have created a material with a "Travel Exp" label on it. But it seems there might be a better way to do this. Is anyone tracking these types of expenses on Projects in anoth...

chris-zeww by New Contributor III
  • 3701 Views
  • 3 replies
  • 1 kudos

CPU & Ram Usage Slow Computers?

Over the past few months I've heard complaints throughout the office about our slow internet. Accepting this a problem we upgraded to fiber and currently receiving 1000Mbps on all of our computers. All computers run the same 8gig RAM and the same CPU...

aambre by New Contributor II
  • 3422 Views
  • 3 replies
  • 2 kudos

Resolved! Marking Equipment out of Service

Would love to be able to have a tech mark a piece of equipment as "out of service" from the field when we do a replacement. For example, if we replace a furnace for a house that has 3 of them, the tech should be able to mark one of the existing furna...

ridstein by ServiceTitan Certified Administrator
  • 5232 Views
  • 5 replies
  • 0 kudos

ServiceTitan Score

Hello Is there anyway to merge your old ServiceTitan score with a new login if you switched companies.

Rozie_Ricca by ServiceTitan Certified Administrator
  • 2381 Views
  • 2 replies
  • 1 kudos