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Updating equipment history

Hey all, not sure if this is the right section, but I've been trying to figure out how to go about updating equipment history on the office side of things. We have a few large commercial customers and we're wanting to track the intervals of time betw...

bdanielson by • ServiceTitan Certified Administrator
  • 7808 Views
  • 9 replies
  • 1 kudos

Unable to Cancel a Job if a Payment is applied

You should be able to cancel a job if a customer has cancelled the job and deposit payment has been refunded. You should not have to complete a job in order to get it off your schedule. This is something that should be changed in the system.

Suggestion: Sold Hours Total On Desktop Before Estimates Are Sold

Our company and I'm sure others would really like to be able to see sold hours for an estimate prior to booking a job. When a customer calls in to book a job there's a need to be able to at a glance, see how long this job will take so we can get them...

scummings by • New Contributor
  • 1622 Views
  • 1 replies
  • 8 kudos

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
  • 1992 Views
  • 1 replies
  • 3 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
  • 3646 Views
  • 4 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
  • 2710 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
  • 2286 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
  • 1900 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
  • 2559 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...

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