Recently my techs have been having an issue where they cannot view pictures uploaded previously to jobs until the job is closed. A ServiceTitan rep told us that is an intentional feature? Is this really the case? The pictures are much more valuable w...
Can you please look into the software having the capability to bulk edit “Equipment” with the same categories that are available to bulk edit “Services”.
Is there a way to print the notes associated with a job? We are sending a customer to collections and want to send the communication history as well. Maybe there is another place to put these notes that we can print??? I am open to suggestions please...
We have created several estimate templates and proposal templates but they seem to be lacking a couple of areas. I can find out how to add our logo so when the customer looks at our proposal or we email them a copy. it does not say our company name o...
We are an electrical contractor. The process in our company is that we receive a call from a possible customer regarding a job. We will book an appointment for our estimator to go to the job site to review what is required , make notes and then retur...
I have a lot of property management companies we do work for and I always have invoices that get exported over for different locations but that address doesn't carry over into QB just the name of the company. How do I get the name of the company AND ...
I assign multiple technicians to each job. It would be very helpful if a technician starts working on a job.... if it would display "Joe is currently working on this job". As of 2/1/2022 it only displays if the job has been "paused". It does not indi...
When in old location and looking for invoice summary information there was an information icon to view this details.Now with the new version when you need to view invoice summary you need to click on job number then open the invoice.Makes it a long p...
Hello, I'm currently running into an issue where we're trying to book a service job that may be 2 weeks out (we do water feature maintenance). We would grab the materials that are needed that morning, like let's say a replacement pump, however we're ...
Can we do password protected Job notes?? I often collect customers personal information and sometimes finance account numbers. I currently have to hold information in a separate file on my computer.
