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Follow Up Board

I feel like I saw this before, but can't find it. I'm wanting to change the default follow up date. Currently it is set to 2 days if the Technician doesn't change the date manually at the end of the apt. However, we have many instances of going throu...

hannah00 by • New Contributor
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CUSTOMER PORTAL

Can the customers access their accounts from the customer portal? Can they see a history of work done? Pictures? If not, is there a way for the customers to access their accounts to see such things?

asvchesa by • New Contributor III
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Material Cost History

Does anyone know a way to track manual cost changes on material. It would be great to know when and who updated the cost on materials we have in our price book. I don't see a way to do that. As we are working on estimates and invoices the boss wants ...

chris-zeww by • New Contributor III
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  • 2 replies
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Suppliers phone numbers Dial option

I'd like to add Suppliers to Service Titan, and have a drop down for the tech to indicate Which Supplier they are going to order parts from, AND a drop down to Call that supplier, so the call can be recorded. Along the same lines, I'd like to have ca...

mbrech by • New Contributor II
  • 1738 Views
  • 1 replies
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Sound Notification for call bubble

Is there a way to have a sound notification play when the call bubble comes up... we all use multiple screens and sometimes do not see the call bubble because we are switching back from different programs

Joe by • New Contributor
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Resolved! Profile pics

How did y’all customize your profile pics (in community) when I try to change it to a real picture it’s giant and just shows like my ear lol

RandiThompson by • ServiceTitan Certified Administrator
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  • 8 replies
  • 1 kudos

Outbound Conversion Rates

Hello fellow Titans!I am wondering what methods you use within ST in order to get an accurate Outbound conversion rate listing. We are currently in PhonesPro with DialPad and we can get a close approximation to what it is, but it seems odd that sever...

mdaniels1 by • New Contributor III
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  • 1 kudos

Unable to detach chat logs from jobs

Anyone else have an issue / concern with chat logs for a Customer attaching to every scheduled job for multiple service locations? Makes the job history very confusing, specifically if the chat is referencing a topic, service, etc. that has nothing t...

sandraw8 by • New Contributor II
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  • 2 replies
  • 1 kudos
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