It would be great if the Technicians could see the CAMPAIGN that the Job they are running was derived from. We currently have to ADD the campaign to the Job Summary for our Sales Techs to see the Campaign and could eliminate this rework if the Campai...
Hi Everyone!I'm not sure if I'm saying this right, but I'm looking to add tasks to certain services we provide. I'm not sure how to go about handling this or if it's even possible. Any information is greatly appreciated.UPDATE: We are transitioning t...
Hi! We have many instances where, on some of our smaller jobs, we sub them out and simply mark up that vendor bill, and so we do not have any managed technician time on the job. I cannot find a way to process this in service titan. I looked at using ...
Two of our technicians have been experiencing difficulty with their mobile tablets loosing notes and not syncing. There have been times where their notes from multiple jobs will get wiped and their arrival and dispatch times will be erased. In the of...
Is anyone else having issues with closing out a job? This just started today (following an update last night). We get an error code that reads: "Sequence Contains No Matching Elements".
We have weekly Production meetings to identify if a Sales person bid a job well (or poorly) in terms of Labor hours OR if our Install Techs were just slow in installing the system(s). So we currently use an Excel spreadsheet to track EVERY job (Insta...
Any good resources on doing prevailing wage jobs? We are doing one now, and are wondering best practices/workflow for it. Thanks
Is anyone else having issues with the photo capture option? I have several techs that are having issues with the link Service titan sends to upload photos they have taken with their phones.
Is there a report, or how can I make a report that has invoices with missing tasks/services. We're having a huge problem with it and I'm trying to make it easier to find those missing tasks/service jobs. Thanks!
Are techs able to schedule additional appts for a job on mobile?I know Techs can book jobs from mobile, but are they able to schedule additional appointments for a job?Thanks!
