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...
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.
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...
Has anyone seen if there is a way to combine 3 or more estimates into one?
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...
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.
Is there any way to make a job non convertable by task code instead of job type or $?
Is there a way to get an email alert for online payments only?
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
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.
| Subject | Author | Posted |
|---|---|---|
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM | ||
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM | ||
| 06-04-2024 08:50 AM |
