Jobs

Posts

Start a discussion

Various Job Types on Single Appointment

What are your best practices for tracking Job Types with various different types of services performed on the same appointment? For example, a customer calls in and they have two separate issues; 1) Garbage Disposal Installation and 2) Toilet Repair....

sanapol by • New Contributor
  • 649 Views
  • 3 replies
  • 1 kudos

Resolved! Open Call Report?

How can I see all open calls that have not been "completed", I need to be able to see any calls sitting out there in ST either as "Open", "Scheduled", "Paused" etc. Using the options below the dispatch board is not showing prior days jobs unless you ...

gamorosano by • New Contributor II
  • 916 Views
  • 2 replies
  • 1 kudos

Invoicing

We are new to ST and I created an estimate and the homeowner accepted it, however I didn't book the job from there. Job is complete and I need to send the invoice but the invoice is blank. I did a chat this morning with customer service and was told ...

List of Customers Served to date

Does anyone know if there is a report that I can run to get a list of all the customers we have served year to date? So far all I have been able to find is customer list, which turns back a list of every customer in our system and not the customers t...

mleahy by • New Contributor III
  • 688 Views
  • 2 replies
  • 0 kudos

Deposits on Financing Job

Hey ST Group - we had a concern come up during our managers meeting where we find ourselves in a pickle where a customer canceled a job they are financing, and provided no "like cash" deposit. This typically happens when a job is scheduled out. It's ...

Mcaulder by • New Contributor
  • 686 Views
  • 2 replies
  • 0 kudos

Office to be able to pause jobs

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-105 Found this idea and would love to get it some traction! It would be nice for office staff to be able to pause jobs as sometimes there are issues on tablets/internet...etc...

MirandaMel by • ServiceTitan Certified Administrator
  • 630 Views
  • 3 replies
  • 4 kudos

Emailing Customer with Job Updates

Is there a way to send an email to customers with updates on a job that is not complete without doing it through the invoice? This is for constructions jobs that are not complete and the GC and our project managers are wanting to be updated on what t...

Cerena by • New Contributor
  • 513 Views
  • 2 replies
  • 0 kudos

Cancel Job with Payment Attached

We have a customer that paid a deposit for a job, then later decided to cancel. We have refunded the deposit paid in Service Titan. The job is appearing in reports we run as "On Hold" so we need to cancel the job. Service Titan Knowledge Base only sa...

swilliams by • New Contributor
  • 461 Views
  • 1 replies
  • 0 kudos

Custom Field Improvement - Save Custom Field Data

In our industry (Irrigation) alot of our appointments are repetitive maintenance. Custom Fields have the potential to be very useful. however. when booking a job, data entered into the custom fields currently DOES NOT SAVE for future jobs.So when we ...

Unanswered Topics
View all
ServiceTitan Academy Knowledge Base Community
© 2024 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2024 Khoros, LLC