ServiceTitan Community

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

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.

Anyone have a work around for attaching the Notice of Right to cancel/3 Day Notice to the estimate?

What is the best way for the technicians to collect model & serial numbers in Service Titan?

Is there a way to get a clear explanation of what the difference is between "invoice" and "project"?

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?

How do you track the progress of your permits?

We are working on trying to make a nice streamlined system for tracking a permit as it goes through processing to inspection to excavation to resolution, etc. I thought about listing the steps in one note on the job, then just editing as each step ge...

How come recurring services don't automatically generate more jobs when the year comes back around to their original monthly membership start date? I have to physically go in and add more visits for ALL my monthly membership customers.