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...
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...
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...
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?
Can anyone help with a report showing how many callbacks per technician?
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...
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...
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...
Does anyone know how to do this? We create one estimate for the full installation (labor, materials, equipment).We obtain approval and book it as one jobWe order equipment on PO’s attached to the jobWe receive PO’sCustomer isn’t ready for installatio...
Has anyone figured out a way to add a smart field to a PDF form (that's uploaded, not a ST form), that will pull the total discounts/rebates for an estimate that we can include on the contract? These are standard ST fields, so seems like this should ...
