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Adding and Removing Tags inside the Project Section Quickly

Majority of our jobs turn into Projects. It would be awesome if we could edit tags in the Project page without having to open each job/appointment one-by-one. It would also be great if we could add tags directly to the Project!

alyssa_d by • New Contributor II
  • 1093 Views
  • 1 replies
  • 1 kudos

Resolved! Editing Business Units

Does anyone know if it is possible to edit the Business Unit for a job after the job has been completed and exported to QuickBooks? I am currently not able to do this, but I am wondering if there is a particular setting that allows this. Is there a w...

rmarchman by • New Contributor III
  • 2013 Views
  • 3 replies
  • 1 kudos

Resolved! Booked Job Alerts (Technician Related)

It would be great to be able to have a job related technician alert for booked jobs, like there is for the technician booked jobs alert. As of now, you can add technicians and filter it down by job type or Business Unit, but then every tech added wou...

kylewald by • New Contributor
  • 1716 Views
  • 2 replies
  • 1 kudos

Resolved! Non-Managed tech & Non-Job Events

Can Non-Managed techs fill out forms assigned to Technician through Non-job events? I know they can't do anything on a job without being managed, but hoping they can fill out a form

RebeccaSantiago by • ServiceTitan Certified Administrator
  • 1509 Views
  • 1 replies
  • 0 kudos

Terms & Conditions with Replacement Estimates

We have a series of terms and conditions for sold HVAC replacement jobs. What is the best way to attach that to an estimate being sent to a customer and/or being signed?

amandaz88 by • ServiceTitan Certified Administrator
  • 1126 Views
  • 1 replies
  • 0 kudos

Form Trigger Assignment for Working Technician

I am in need of a form that will allow me to trigger by Technician for all job types, all business units and all customer types. We are a residential plumbing company that our plumbers service all job types. As a reminder or checklist for the newer p...

pdunaway by • New Contributor
  • 1479 Views
  • 2 replies
  • 0 kudos

Resolved! Merging Jobs

Is there a way to merge two jobs? For example, a representative accepted a proposal and took a deposit from a customer. The plumbing supervisor also created a job (for the same proposal) and added multiple appointments. He then asked the representati...

Dispatch Pop Out.

We noticed some obvious changes when you click a job on the dispatch board. We would like to see if we could be able to call out from the pop out instead of opening another tab, and to be able to assign and unassign techs from there as well.

Labor units for estimating

HiI love the new service titan estimating setup for the desktop version. I feel 1 thing is missing and I don't know if I am looking at it wrong. All of our line items have been set up with labor units. I don't know why labor costing cannot be added i...

Estimates

Has anyone seen if there is a way to combine 3 or more estimates into one?

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