When we order parts from an approved estimate (requisition them) and then when we receive them in, in terms of what Service Titan links the job to, what is the difference in booking the job from the estimate as opposed to just adding an appointment t...
I have created an idea to add a field to estimates that will allow us to add external files to the estimate so you can send a spec sheet with the estimate when emailed to the customer. If you would like to vote or discuss, its here https://ideas.comm...
I need a report that will return all jobs of specified types with no recurring service associated. I propose two new fields:- Has Recurring Service EventIs a simple yes/no on whether there is any recurring service associated with the job-Recurring Se...
Good morning!Is there somewhere from the office side to see a completed forms history for a customer or a location? I am only seeing non-started forms in our history...when I know for fact that there are completed jobs for that customer/location. Any...
Does anybody have any workarounds or workflows to track projects status? We're not an HVAC company or anything, we do projects such as building outdoor spaces like patios and water features. Some of these projects are 2 days and some are 4 weeks long...
This is admittedly a minor issue, but I want to post this in hopes that someone at ST will see this and make the change. When I'm updating a job summary and want to save it by selecting the green check mark, I would like to be able to press tab and h...
I'd like to request that techs somehow be automatically released from today's jobs at midnight. Something that prevents techs from getting "stuck" in old jobs because someone did not mark it as complete, or on hold, or something. When the techs get s...
Questions for California contractors: How do you satisfy the requirements of the Business and Professional code of having contract for each job signed by you and the customer, depending on the job total: A. Service contract for jobs $750 or less (Sec...
I have created an idea regarding forms. Please see link below to view the details and to vote.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3291
Looking for an HVAC Install Job Completion Checklist Smart Form which pre-populates customer and job info. Does anyone have one they are willing to share?
| Subject | Author | Posted |
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| 12-31-2024 08:19 AM | ||
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM | ||
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM |
