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Update Invoice Details

After an install has been completed, I go back to file rebates for our customers. Part of that filing process is to add the model and serial numbers, along with the AHRI number to the invoice. I'm finding now that I cannot do that once the invoices h...

suem by • New Contributor II
  • 1684 Views
  • 2 replies
  • 0 kudos

Download Job Photos

Is there a way to download Photos of multiple jobs at once?

zm by • New Contributor
  • 1411 Views
  • 2 replies
  • 1 kudos

Estimate wording pulling into job description once booked

Hello! Not sure if there is a way or if it just needs to be an idea but when we book an estimate into a job, it would be great if it pulled into the job description so we don't have to copy and paste each line into the description?

Reset, Edit or Delete a Form inside Jobs

We have a government form that needs to be filled out for every job. Recently, someone edited the form’s conditional logic, which caused errors in several jobs. We've since fixed the form, but the jobs are still showing the old, buggy version. How ca...

Job Created under incorrect customer account

I have several property management groups and a few of them have the same service addresses as they purchased from one another. A job was created under an incorrect billing address and I am looking to get that job information transferred to the corre...

RP by • New Contributor
  • 1162 Views
  • 2 replies
  • 0 kudos

Zapier Information Retrieval

I am new to Zapier, but think that a relatively simple operation is not possible. I am trying to retrieve the text value of customer name, phone, email, as well as location name. All Zapier seems to be able to pull is the numeric ID's of this. I want...

michaelh by • New Contributor
  • 1057 Views
  • 0 replies
  • 0 kudos

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...

meganbro by • New Contributor
  • 1524 Views
  • 2 replies
  • 0 kudos

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...

T-Matts by • New Contributor
  • 1244 Views
  • 2 replies
  • 1 kudos
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