ServiceTitan Community

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

i need deleted info

Can you make it possible to search for a customer by customer number?