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
Posts
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...
Training Tuesday - Technician Scorecards, and Technician Two-Way Chat
Be the FIRST TO KNOW what's coming in the next release! Shea Horner joined me today on Training Tuesday to share two of his favorite updates from the ST-60 Release: Technician Scorecards and Technician Two-Way chats between technicians and customers....
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...
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...
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...
ServiceTitan Score
Hello Is there anyway to merge your old ServiceTitan score with a new login if you switched companies.
Outstanding invoices
I love how service titan shows outstanding owed when you pull up a customer. It would be awesome if you could click on that number and service titan would take you to a page showing all of the outstanding invoices. Seeing that someone owes us 10k is ...
Text Feature Pop-Up Gets Annoying
We recently installed the text to chat feature on our website. Every time you click on a new page, it pops up in your face and you have to cancel out to continue. For someone visiting one page of our site that's fine, but if someone visits more than ...
'Access Settings' Permission on employee accounts is too relaxed
Hi there! I recently posted an Idea in the community, and also wanted to try to get a little more traction on it by posting a discussion here!Did you know that if an employee user has the 'Access Settings' permission, that they have access to edit se...
