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Assistance Needed!

Hey, everyone! Currently our service call fee is listed as a line item on customer invoices. I am trying to find a way in which we can include the service call fee, but not as a line item. This way, the service call fee is not visible to the customer...

Serial #s on install jobs being deleted

Anyone having issues with install jobs, when the techs close out the job, it prompts them to delete the equipment before closing out? The office puts the equipment, model and serial #s, on the invoice for install jobs, but then the techs have to dele...

klukas by • New Contributor II
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  • 0 replies
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Non Managed Techs & Mobile App

Hi Everyone, We are currently rolling out non-managed technicians on the ST Mobile App. I am curious to see how others are using this feature, being that they cannot complete a job without a managed tech assigned to the job. Is there a work around ? ...

Resolved! Follow Ups

Is there a way to open up follow up jobs in a new tab or window instead of the same one?

brian_gi by • New Contributor II
  • 3209 Views
  • 3 replies
  • 0 kudos

Generate summary with ti

It has been great using the enhance with ti option on the office side for invoice summary. In the event that the office staff is on the other line or unavailable to the technician while they are completing job summary is there a way for the technicia...

Add Job# in the Work Order PDF

Hello, It would be very beneficial to add a Work Order# field next to the Date field in the Work Order PDF file. This number will correspond to the Job#. We complete more than one services on the same date at the same location, so property managers a...

dkote by • New Contributor
  • 995 Views
  • 0 replies
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No charge/ Non-opportunity feature

I believe this should be 2 separate options. Just because a job is a no charge doesn't mean its a non-opportunity as well (i.e. Estimate Jobs). I know that if an estimate with a sub-total equal or greater than the job's sold threshold is sold on a No...

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.

MirandaMel by • ServiceTitan Certified Administrator
  • 2298 Views
  • 3 replies
  • 0 kudos

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...

emmabrda by • New Contributor II
  • 2184 Views
  • 3 replies
  • 1 kudos

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...

mauman_r by • New Contributor
  • 1855 Views
  • 2 replies
  • 0 kudos
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