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...
If I have a service technician that is on a call that he is unable to complete at that time due to he needs to order a part to go back and complete. Is there a way to flag that in service titan to notify the office of this so we know the technician o...
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 ...
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...
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...
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...
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| 12-31-2024 08:19 AM | ||
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| 08-29-2024 05:19 AM | ||
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| 06-19-2024 10:04 AM |
