We would like to see an automation where we can choose what we would like th sold by split to be. At the moment it automatically goes to whomever was assigned to the job first. We would like to have it split 70%/30% for example between electrician an...
I wanted to see if anyone else was interested in this. We want to be able to text our customers a different message based on what job type it is. So in our case, we have sales, service, and install calls. We would like texting to be different based o...
We have many projects that require overnight stays by our technicians and they use company credit cards to pay for all of that including their food. That has to be costed against the profitability of the job.I've yet to find a decent workflow for the...
We use job completion survey automatic text messages, but we do not ask customers to reply with a rating of 1 to 5, or 1 to 10. (Rather, we direct them to leave us a review on Google, Angi, etc.) However, if a customer happens to send us a text messa...
It would come in very handy to add a New Task button at the top of the customer profile where the options for Create Project, Build Estimate, and Sell Membership is located. In order to create a task it needs to be in a job, but often times we need t...
I've had been having issues with the way the Invoice is set up. All job types have the correct threshold (which is something that confuses me a little still) but when the job completes, the invoice is at a different price usually a few dollar amounts...
I'm looking to have a way to present to a customer an estimate that displays all of the Line Items within a Group. A single job could involve multiple rooms of a house, and it's nice to present to a customer a breakdown of each individual room. Curre...
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...
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...
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 ...
