Posts

Project Costing Report?

Is it possible to create a "Project Costing Report"? Currently, the job costing report only pulls data from one specific job. Project costing is possible if you open each individual project, but this is time consuming if we want to be able to create ...

Resolved! When we have multiple techs on a job, why can't we adjust the length of time and which days they are assigned by the individual technician?

Multi-day/multi-tech jobs. Thus far, we are pretty disappointed in the ability to schedule these in Service Titan. At any given time, we have 15 to 20 of these multiple day installs going on. We often need different installers on the jobs on differen...

Managing Permits & Inspections

RE: TRACKING PERMITS AND INSPECTIONS We have not gone live yet so not certain about the exact flow of everything. In our old software there was no "follow up" management built in. I am wondering if the follow up feature is the best way to keep up wit...

Resolved! Estimate and Invoice Emails

How does everyone else deal with estimates being emailed out. We have customers who reply to our estimate emails and say approved but the estimate isn't attached in their reply so you don't have any idea which job its for. If the email address they a...