Download Job Photos
Is there a way to download Photos of multiple jobs at once?
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Posts
Estimate wording pulling into job description once booked
Hello! Not sure if there is a way or if it just needs to be an idea but when we book an estimate into a job, it would be great if it pulled into the job description so we don't have to copy and paste each line into the description?
Pre populating homeowner details on ServiceTitan web scheduler widget
Is there a way to pre populate the homeowner details on the ServiceTitan web scheduler widget from the homeowner data on our website?
Reset, Edit or Delete a Form inside Jobs
We have a government form that needs to be filled out for every job. Recently, someone edited the form’s conditional logic, which caused errors in several jobs. We've since fixed the form, but the jobs are still showing the old, buggy version. How ca...
Job Created under incorrect customer account
I have several property management groups and a few of them have the same service addresses as they purchased from one another. A job was created under an incorrect billing address and I am looking to get that job information transferred to the corre...
Zapier Information Retrieval
I am new to Zapier, but think that a relatively simple operation is not possible. I am trying to retrieve the text value of customer name, phone, email, as well as location name. All Zapier seems to be able to pull is the numeric ID's of this. I want...
My owner wants all customers and jobs printed on paper, what would be the fastest way to do this?
I believe we have like 6,000 customers in service titan. What would be the best practice for printing every invoice for every customer to put in files.
Requiring a form after it has been opened
We have a new employee that came over from another company that uses Service Titan and he let us know that at his old job, once the techs opened a form, it was required to complete the form before they could closeout. Does anyone know how to make thi...
Click to open job details
Before the latest update to ST, you could click on the blue dot/line indicating that the technician has arrived on site, and it would automatically open up the job page. Now once it is clicked, it brings up a job summary on the right side of the scre...
Technician Receiving Campaign Information
It would be great if the Technicians could see the CAMPAIGN that the Job they are running was derived from. We currently have to ADD the campaign to the Job Summary for our Sales Techs to see the Campaign and could eliminate this rework if the Campai...
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM | ||
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM | ||
| 06-04-2024 08:50 AM |
