Posts

Resolved! Different job summaries for different appointments

Is there a way to add different job summaries for different appointments on a job?For example, if we go out for a service call and afterwards find that we need to go back for additional workWhen I add a new appointment, it shows the same notes for th...

Estimate screen

On the mobile side how do we get the signature box to be darker. I've had a few customers that can't see the box. the signatures for the invoice are darker.

kpfaehle by New Contributor II
  • 1430 Views
  • 1 replies
  • 1 kudos

Non Convertable by task

Is there any way to make a job non convertable by task code instead of job type or $?

BBass by New Contributor
  • 2106 Views
  • 2 replies
  • 1 kudos

Resolved! Payment notification

Is there a way to get an email alert for online payments only?

Caryn by New Contributor II
  • 3319 Views
  • 4 replies
  • 0 kudos

Resolved! Property Data

Is there a way to give all my CSR's access to property data. The button is under the service location address for all my admins but not my CSR's. I haven't been able to locate this feature in the permissions tab for employees

DamienJ5 by New Contributor
  • 1778 Views
  • 1 replies
  • 0 kudos

Resolved! Shop Time Event

If a tech is in a non-job "shop time" event, is there a section for them to write what they are doing (such as cleaning trucks, etc)? I was told by ST that this does not exist.

Janet by New Contributor
  • 3054 Views
  • 4 replies
  • 1 kudos

Resolved! Customer Job Completion Surveys going out at 1:17 AM?

This morning we were notified by an angry customer that a Job Completion Survey text went out to them at 1:17 AM (6/27) ... for a job that was completed on 6/24... I saw other similar posts in ST Masterminds and was wondering if ST could confirm this...

thomashogan by ServiceTitan Certified Administrator
  • 2775 Views
  • 4 replies
  • 1 kudos

Resolved! Job incorrectly marked as "Completed"

Occasionally we have technicians mark a job as "Completed" when they should have marked it "Done for now"Is there anyway to change the status from "Completed" to "Done for now"?

kevinfow by New Contributor III
  • 1770 Views
  • 1 replies
  • 0 kudos

Resolved! Delete Option for Mistakes

There should be a delete option for when you create an estimate you can delete it.For example, if you select the wrong customer and start to create an estimate. The solution would be to delete it.Or if you start to create an estimate that is no longe...

Forms Trigger for Specific Questions

Hello,I was wondering if anyone else was curious about triggering alerts on forms for questions or items in the form if it is filled out. To better explain I have created a Happy Call form that my CSR fill out when we do happy calls to customers abou...

Zching by New Contributor III
  • 4198 Views
  • 7 replies
  • 3 kudos