Accounting TAGS
Does anyone else want to be able to add tags from the invoice section to note if an invoice was sent or any other accounting tags, rather than having to go back into the job section... Hopefully we can make that happen
Posts
We need your feedback on design of KPI templates for reporting
Hello! The XD team has been working on alternative flows of creating reports, and we would very much appreciate your opinions on this. Please follow this link to give us your feedback by working through a few tasks in a mock-up situation. This activi...
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...
ServiceTitan’s Customer & Location pages have a new look!
We’ve revamped the Customer & Location pages in ServiceTitan to help you find the exact information you need faster. With the redesign, you’ll see improvements such as:A navigation sidebar, so you can quickly jump to the section you wantFilter/sort o...
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...
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 Some notes become out-of-date and when we unpin notes on customer and location pages, it changes the date it was entered.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...
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...
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...
