I see a few customer's get service when they are still owing money.Can you design the Dispatch board to freeze an account for a job after they have booked a job and then fall behind on their account?Example:Customer calls and books a tune up for June...
We have always looked at Equipment estimates presentations differently than service repair quotes. For one thing we make up install kits; labor (different than service labor), warranties, guarantees, discounts, etc. that you don't see in service quot...
Hi! New member here...Is there a way to see when a job was created? For example, if a call comes in today but requests to be scheduled for the end of the week, can I see "Date Created" TODAY, Start Date: END OF WEEK, End Date: COMPLETED DATE. When I ...
Can you print all of the notes in the customers location?
I apologize if this has already been discussed but I've noticed it for a while and couldn't find a post related to it. Has anyone else ever noticed the Hours showing on the Timesheets section of the Job page does not take into account any lunches or ...
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...
