Automatic invoicing nowhere to be found now?
Good afternoon!I no longer have access to Automatic Invoicing and wondering if anyone else is experiencing this?It's not in a setting or my feature configs.
Posts
Job Reports
How can I run a report that shows all open jobs, sorted by project manager?We are still getting our project managers to create Projects for new Jobs. I want to know what each PM's workload is before I meet with them individually. Thank you in advance...
Location Based Notes
Hi Everyone,We are looking for an effective & efficient way to have a location-specific note placed on a location record that will automatically populate in the job summary. Case use - we have a large HOA community we do a lot of work in that has ver...
Form generating based only on location?
I think I already know this isn't possible, but wanting to see if anyone has some insight...We are wanting to have a form trigger on a specific location only...is this possible? We have certain homes that have very specific needs and our typical main...
"Code View" is different from what is visible
Hi there! We have an integration that receives the text from Job proposal description field. Sometimes, users are entering info that looks normal, but the integrated system is receiving text with extra line breaks. I can see where this is coming from...
Techs can't see the Bill to address
Since the last update our Techs can't see the Bill to address. In some cases, they need to see it I'd prefer to get this back on, so they know. Any ideas if this is something I can turn back on?
Reports
Can anyone help with a report showing how many callbacks per technician?
Jobs on Non-Managed Techs Don't Count Toward Cancel Rate?
Trying to confirm a theory about cancelled jobs. I believe that if a job is assigned to a non-managed technician, then it doesn't count toward our cancellation rate (at least in the Call Center Performance Legacy Report). The reason I think this is b...
Techs automatically clocked out for the day
Since the latest update, we are having an issue with some of the techs being automatically clocked out for the day when they mark their last job as done. Our company pays for drive time so we have the techs manually clock in and out, as well as dispa...
One screen to edit/add/update Materials - Idea to vote for
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4919Every time I am entering in materials on a job, this bugs me...you have to enter one material, then back to the main page, add material, etc...and if you need to delete something, same th...
