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?
Posts
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...
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...
Beta Chat to Text Widget
I know this is in Beta Mode - but looking for a solution to this issue in the meantime and seeing if others who are using the Chat to Text website widget are also having this issue... The chat widget pops up automatically on our website, on all pages...
Turn off payment confirmation text messages
Hi everyone - wondering what setting needs to be changed to turn off these payment confirmation messages? Our technicians do not need these notifications.
Email Platform
What is everyone using for their email communication with their customers? We currently use Hubspot, for all of our email communication with our customers we have not gone live yet with Service Titan. I'm an Office Manager for an irrigation company t...
Customer notification when purchase order status change to sent or received
Can we add to the Customer notification option to send notifications to customers via text and email when purchase order status change to sent or received so that the status of the material or parts being ordered the job such as ETA of the parts to a...
Aspire - Need Help Deleting Appointments
Hello! I'm trying to delete appointments in Aspire, but I cannot find the option to do so. I am the only attendee on the appointment. When I click on the ellipses (...) in the appointment editor window, the drop down menu hides behind the box below i...
Task Management
Is there a way to set up email alerts for task management inside ST? If no native email alerts available is this something that can be done with Zapier? TIA
RazorSync integration
I am currently trying to gain access to integration between RazorSync to Service Titan. I need to get my data transported over but when I called for assistance they explained it is not on the list of data bases they can transport over from.
