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...
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 ...
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...
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...
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...
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 ...
Add a print name option above the signature so you know who is signing. Some signatures are impossible to read.
Hello. With the new feature to enable Invoice summary to be required, we have ran into an issue with this. Our electricians are unable to close out of the call completely if they choose the option to "do work later" even after the Invoice Summary has...
Hello! We always notify our techs and managers of certain job tickets that are booked, directly after we book them. To do this we send out the job details by clicking on the technician and selecting that option. On job tickets there is a dispatch all...
I would like to change the order that the custom fields appear on the job screen or any other place we use them. I want to change the order so the fields match our workflow. I have tried numbering them and that did not work. Any suggestions? If not, ...
| Subject | Author | Posted |
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| 12-31-2024 08:19 AM | ||
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM | ||
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM |
