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Posts

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...

MirandaMel by ServiceTitan Certified Administrator
  • 1136 Views
  • 0 replies
  • 0 kudos

"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...

AspireUserView.png AspireCodeView.png
dtemike by New Contributor
  • 1255 Views
  • 1 replies
  • 0 kudos

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?

sanders1 by New Contributor
  • 1634 Views
  • 2 replies
  • 0 kudos

Reports

Can anyone help with a report showing how many callbacks per technician?

Jeanette by New Contributor
  • 1653 Views
  • 2 replies
  • 1 kudos

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...

jesjayhaz by New Contributor II
  • 1889 Views
  • 2 replies
  • 0 kudos

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...

MirandaMel by ServiceTitan Certified Administrator
  • 2296 Views
  • 3 replies
  • 4 kudos

Resolved! Partial Billing aka Bill for material

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...

jarrettd by New Contributor III
  • 3312 Views
  • 3 replies
  • 0 kudos

PDF Form Smart Fields - Discounts and Rebates

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 ...

swilliams by New Contributor
  • 1389 Views
  • 1 replies
  • 0 kudos