Is there a report or a way to find a technician's activity? A compilation of the photos uploaded, jobs worked on, documents completed, etc.?
How to add completed jobs to existing customer New to using Service Titan. We have builders we do several jobs for a week.What is the best way to catalogue all jobs under same builder that uses same products for 10 jobs/week without creating individual jobs and bookings?
What is the best way to generate a report or search for discounts? For example, we have coupons the techs can select in the Pricebook. How do you get that report?
Is there a way to view the sold hours on an estimate in desktop the same way you can see them in the estimate in mobile?
Is there a way to trigger a form on the office side when an estimate is sold? I want to have a checklist form for tasks to be completed before the install
I would like to be able to build a dynamic form, within which there could be different "workflows". Possible? Ex: have a dropdown question, and based on what option is select from the list, determines the following questions that populate on the form.
Can the information provided in a form be turned into a report? For example if I had a form with 10 questions, could I run a report that shows me a spread sheet displaying the answers to all 10 questions with a date selection and so forth?
Is there a way to only show Active Memberships on an account? Currently it lists Expired, Cancelled, Active, etc & will become a long list each time it is renewed if not on a continuous membership. Would be nice to have the option to show only Active.
I"m very new to Service Titan, so i apologize if this has been chatted about, but our owners request each day uninstalled but dispatched work from us. Currently i have 45 jobs booked but not installed, i manually add each job each day currently
