Posts

Why can't I see a form a tech finished in the app on the office side?

We created a Titan form the technicians use to put in the property information. Once the technician has finished the form and closed the job. I can't see the form on the office side. But the technician can still see it in the app. Is there a easy way...

DOO509 by New Contributor
  • 1052 Views
  • 0 replies
  • 0 kudos

Missing Invoice Summary/Task details

How long do your users have to wait for a STOP to be put into place before a service technician can close out a job. Job's should not be able to be closed out with missing Tasks or Invoice Summary. ST keeps saying use forms, triggers, but all they ha...

buzzneil by ServiceTitan Certified Administrator
  • 1033 Views
  • 1 replies
  • 2 kudos

forms

Hello, I would really like when you create a form and when down loading pictures - that they get attached to the history on the job.Because, having that option to add photos to forms is great. If I have to go back and look at picture/s. I have to go ...

Automatic invoice emailing - send estimates and pictures too

We just turned on the feature of automatically emailing invoices. However this feature does not automatically send any estimates built or pictures that are attached to the job. So our techs need to send another email anyway if there are estimates or ...

ALockington by ServiceTitan Certified Administrator
  • 899 Views
  • 1 replies
  • 8 kudos

Tags on Projects

I think adding the option to put a tag to a project, and not having to go and tie it to individual appointments on a project.

TarynW by New Contributor II
  • 1206 Views
  • 1 replies
  • 7 kudos

Better location navigation under parent profiles COMMUNITY-I-1920

COMMUNITY-I-1920Vote up this idea. We manage large properties in ST and want to be able to view all the locations under a company at one time. We want to be able to click per say on the "locations" title and it opens up another page showing each loca...

Selkins by New Contributor
  • 1014 Views
  • 0 replies
  • 2 kudos

Resolved! American Home Shield/Dispatch Me

We have just integrated Dispatch Me into our Service Titan application and will be ready to receive new bookings from American Home Shield by next week. I have chosen the "Booking" work flow through Dispatch Me and created a BU called "Home Warranty"...