My owner wants all customers and jobs printed on paper, what would be the fastest way to do this?
I believe we have like 6,000 customers in service titan. What would be the best practice for printing every invoice for every customer to put in files.
Posts
Requiring a form after it has been opened
We have a new employee that came over from another company that uses Service Titan and he let us know that at his old job, once the techs opened a form, it was required to complete the form before they could closeout. Does anyone know how to make thi...
Click to open job details
Before the latest update to ST, you could click on the blue dot/line indicating that the technician has arrived on site, and it would automatically open up the job page. Now once it is clicked, it brings up a job summary on the right side of the scre...
Technician Receiving Campaign Information
It would be great if the Technicians could see the CAMPAIGN that the Job they are running was derived from. We currently have to ADD the campaign to the Job Summary for our Sales Techs to see the Campaign and could eliminate this rework if the Campai...
Adding a task Price to a service
Hi Everyone!I'm not sure if I'm saying this right, but I'm looking to add tasks to certain services we provide. I'm not sure how to go about handling this or if it's even possible. Any information is greatly appreciated.UPDATE: We are transitioning t...
Job without Managed Technician Time - Is it possible??
Hi! We have many instances where, on some of our smaller jobs, we sub them out and simply mark up that vendor bill, and so we do not have any managed technician time on the job. I cannot find a way to process this in service titan. I looked at using ...
Mobile Tablet Loosing Notes and Job Details
Two of our technicians have been experiencing difficulty with their mobile tablets loosing notes and not syncing. There have been times where their notes from multiple jobs will get wiped and their arrival and dispatch times will be erased. In the of...
Issues with closing out a job
Is anyone else having issues with closing out a job? This just started today (following an update last night). We get an error code that reads: "Sequence Contains No Matching Elements".
Resolved! Production Analysis
We have weekly Production meetings to identify if a Sales person bid a job well (or poorly) in terms of Labor hours OR if our Install Techs were just slow in installing the system(s). So we currently use an Excel spreadsheet to track EVERY job (Insta...
Any good resources on doing prevailing wage jobs?
Any good resources on doing prevailing wage jobs? We are doing one now, and are wondering best practices/workflow for it. Thanks
