Posts

Reclassify Chats

Is there anyway to reclassify or attach a chat to a different job. When we get chats from customers it doesn't always attach to the related job.

Emailing job invoice, and estimates option (Office Side)

Has anyone else lost the option to email the job invoice and estimate together on the office side? I just noticed the option to include estimates as a PDF when you click the email button on the invoice page was gone. I just got with tech support but ...

Screenshot 2023-08-31 at 3.49.00 PM.png Screenshot 2023-08-31 at 3.56.08 PM.png
hunterma by ServiceTitan Certified Administrator
  • 347 Views
  • 1 replies
  • 1 kudos

How to organize customer/location profile notes

I have noticed that within ST, you cannot delete a note on a customer/location profile. I understand the reasoning behind this however, sometimes a note is no longer relevant and I'd like to delete it. We have recently added in a custom field on the ...

more than 1 email

Would it be helpful to anyone else if Aspire allowed more than 1 email address per client?? I'd really like to see that!!

IHafner by New Contributor
  • 489 Views
  • 3 replies
  • 0 kudos

Resolved! Real estate company customer/location records

We work with multiple real estate companies and buyers to provide real estate inspections before a purchase. With regard to customer cards and locations, what is the recommended way to keep track of real estate companies with multiple agents who have...

Email section

On the customer profile page, under the email section, there is nothing listed even though we have emailed invoices, estimates, and forms from both the mobile and office. What emails are supposed to show there?

user_4411 by New Contributor II
  • 532 Views
  • 3 replies
  • 2 kudos