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?
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...
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...
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 ...
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....
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...
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?
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...
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...
