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
Resolved! I think it would be a great additional module for permit management - Something to help keep track of permits issued, inspected, closed out, failed, etc.
Is there a way to see a report that shows all the jobs currently assigned to a tech? We have a guy that doesn't close out jobs when done and we don't know it because we only see completed jobs on the reports.
When a customer signs an estimate from home, they think that the job is automatically booked. A report that shows sold estimates without a booked job would be ideal, but I cannot find one. Solutions?
