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Tagging based on form answers

I need jobs to be tagged based on answers to questions on forms. I found two separate ideas for this- please go vote for these!!COMMUNITY-I-1050COMMUNITY-I-1681

JessicaSmith by • ServiceTitan Certified Administrator
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  • 3 replies
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Resolved! Copy an estimate into a new job

It would be nice to copy an estimate, as an estimate, from a completed/exported job into a new job. Example: a customer now wants to go ahead with a job from discussions several months ago. From the past discussion they want to make only a few change...

Resolved! Membership Recurring Service Time Frame

We are trying to find out if we can set a maintenance membership so therecurring service is set to a certain time frame. Some customers have moreequipment than others so it takes longer to complete their maintenancevisit for a membership. We would li...

dyan_the by • New Contributor II
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  • 1 replies
  • 0 kudos

Discounts To Services

Has anyone found a way to apply a Discount to a Service and NOT to materials at the invoice stage of a job?

d1nonly10 by • New Contributor II
  • 1586 Views
  • 2 replies
  • 0 kudos

Eliminate an extra step in job booking

Whenever we create a job, in order to add a price and the description of the job, we need to add a task in the invoice. I believe that this is an unnecessary extra step and we can do all that while creating a job itself.

Jason by • New Contributor
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  • 2 replies
  • 0 kudos

Completed Recurring Service Event Showing "Not Attempted"

Frequently, completed Recurring Service Events are showing as "not attempted" once a job is done. The job has been scheduled from the recurring service event and properly completed. Why would this happen? Does it show "not completed" if something was...

vtadros9 by • New Contributor II
  • 2588 Views
  • 3 replies
  • 0 kudos

Updating equipment history

Hey all, not sure if this is the right section, but I've been trying to figure out how to go about updating equipment history on the office side of things. We have a few large commercial customers and we're wanting to track the intervals of time betw...

bdanielson by • ServiceTitan Certified Administrator
  • 4383 Views
  • 9 replies
  • 1 kudos

Unable to Cancel a Job if a Payment is applied

You should be able to cancel a job if a customer has cancelled the job and deposit payment has been refunded. You should not have to complete a job in order to get it off your schedule. This is something that should be changed in the system.

Suggestion: Sold Hours Total On Desktop Before Estimates Are Sold

Our company and I'm sure others would really like to be able to see sold hours for an estimate prior to booking a job. When a customer calls in to book a job there's a need to be able to at a glance, see how long this job will take so we can get them...

scummings by • New Contributor
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  • 1 replies
  • 7 kudos
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