Posts

Adding rules to forms

Could there be a way to incorporate adding a rule to a form that when a specific line item is checked or marked that it can be formatted to trigger a different form to be required?

jboswell by ServiceTitan Certified Administrator
  • 1009 Views
  • 2 replies
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Equipment Tracking

Is there a type of software used to track equipment like Sewer cameras, Augers, Ect? GPS would be preferable to protect agents theft.

Travers by New Contributor II
  • 1579 Views
  • 3 replies
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phones pro- auto fill cust info

any updates on the horizon for Phones Pro to auto fill cust information when creating a new customer in ST on he call booking screen if the customer not already in the system.not sure if this can happen with out the dial Pad and ST speaking to each o...

titanz1 by New Contributor II
  • 797 Views
  • 1 replies
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Did you know ... ? Easily share your Zaps!

Hi all! When we were getting this new board ready to share with you, I discovered that Zapier recently made it even easier for you to share Zaps with others. Check out the article here. Did you know this already (or am I behind the times)? How many o...

e_dunn
by Former Titan
  • 1150 Views
  • 2 replies
  • 3 kudos

Aspire questions

Anyone have any further suggestions for the questions below? My responses are in italics. How can we add finance charges with calculations already figured in to specific customers? We will need more information on this. Are you asking about adding a ...

JN by New Contributor
  • 1301 Views
  • 2 replies
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Greensky Integration

New to Greensky... So... how often does GreenSky update payment factors on their side but they don't get updated in ServiceTitan? I have a very upset customer whose loan docs came through with a monthly payment $100 higher than the calculator showed....

JessicaSmith by ServiceTitan Certified Administrator
  • 1441 Views
  • 2 replies
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Moving equipment to another location

When we imported our information from our previous software to ST, there were a few locations that had more than one equipment listing in 1 location. We need each piece of equipment to be in their own location. Is there a possibility of moving equipm...

lrhodes by New Contributor
  • 1649 Views
  • 4 replies
  • 1 kudos

API Create Note & Assign createdById

Im able to create notes through the API but when I try to assign a {user_id} to the {createdById} it reverts back to our default company id. Is this a bug or is it automatically assigned on the ServiceTitan side?

dfoshee79 by New Contributor
  • 2589 Views
  • 5 replies
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Two new ideas for you all related to sold vs actual hours

I want to be able to receive an alert when we exceed (or when we are close to exceeding) sold hours on a job so we can be proactive vs reactive. Vote Here: COMMUNITY-I-2853 ALSO, it would be great if the color of a job changed on the dispatch board w...

JessicaSmith by ServiceTitan Certified Administrator
  • 1162 Views
  • 2 replies
  • 3 kudos

Resolved! Zapier and Tags

This is a shot in the dark, but I'm trying to create a Zap where the trigger should result in ST applying a tag to the customer page, but in the drop down, instead of seeing a list of our tag types, it's loading multiple instances of the same tags an...

Nancy by New Contributor III
  • 1553 Views
  • 1 replies
  • 0 kudos