Jobs - Page 12 - ServiceTitan Community

Taking Payments in field

Our technicians are struggling with the credit card scanner on their phone/tablet (when they are taking payment and there is the photo option in the payment screen. - Many credit cards are black, and the techs are experiencing issues being able to ta...

Attaching inbound calls to Client Jobs

We would like to link our inbound calls from our Service Professionals to the jobs that they are calling on about. Especially when they are doing a post call but when we click from call, dispatch and open job the new way it doesn't link the call to t...

PDF Files uploading to Projects

Hi everyone I was wondering if any of you are having any difficulty with project uploading plans? When you upload plans PDF into the job the techs can not see the plans until the job is completed and closed out. what is the best practice to upload pl...

Being allowed to change the appointment reminder to longer than a 24hr notice

We should be allowed to change the appointment reminder to like a 2 day notice instead of 24 hr notice. When we book calls in advance for like our Fall Maintenances customer will not remember to the T what day and time they have an appointment for. T...

Changing the estimate document default name of "Estimate" to something other

I'm attempting to change the Estimate document to read as Agreement as opposed to Estimate. any suggestions

Read-only access to tasks

When a user is granted permission to "Access all tasks and subtasks", they automatically get the ability to create, delete or modify tasks (including those tasks created by other users/departments) for jobs. Without this permission, users are unable ...

Non job events

i think it would be a great idea if we could control when the non-job events(blackouts) are visible to the techs. Sometimes they dont need to see what is there for 7 days in the future. they just need to know the day of. If it had an option on it to ...

Trying to get a quicker way of looking up my WIPS

Tryin to find a quicker way to find WIPS. Does anyone have any suggestions

Job Type Class - Does this give an error if you try to book a job in the same class?

We are an irrigation company that utilizes prepaid memberships along with pay-per-service jobs based on where we are in the season, i.e. we are getting ready to start up systems. We are having an issue where a startup job, for example, is booked as a...

Adding Tags Retroactively

I think it would be a good idea to have new tags be added to retroactive jobs. For example, I am making a tag to add to our furnace repairs to label them as a buy back opportunity in the future. It would be nice if this tag applied to all of the furn...

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Posts

Taking Payments in field

Attaching inbound calls to Client Jobs

PDF Files uploading to Projects

Being allowed to change the appointment reminder to longer than a 24hr notice

Changing the estimate document default name of "Estimate" to something other

Read-only access to tasks

Non job events

Trying to get a quicker way of looking up my WIPS

Job Type Class - Does this give an error if you try to book a job in the same class?

Adding Tags Retroactively

Swap Technician Days From Dispatch Board

Triggers for Forms - by Customer

Large Job Lists

Pre populating homeowner details on ServiceTitan w...

Zapier Information Retrieval

Production Analysis

Are techs able to schedule additional appts for a ...

Required Media Attachments by Tech on Jobs

Keeping track of jobs that we ordered material for

Follow Ups