Posts

New tag and Equipment information makes things more difficult

The new update moved the location/customer tags and the equipment information to a sidepanel on the right. It made far more sense for the tags in particular to be at the top of the page, where and English reader is going to look first. Tags that indi...

asodari by New Contributor II
  • 924 Views
  • 0 replies
  • 0 kudos

Technician assignment of Labor type

For companies that have technicians who's work would fall under multiple labor types, it would be a great improvement to efficiency if labor types could be assigned in more places then just the technician profile or on a completed time sheet. Ideally...

PStaples by New Contributor
  • 1004 Views
  • 3 replies
  • 0 kudos

Resolved! Forms Categorizing Forms Like Services and Materials

I would like to see the category system that is applied to services and materials applied to forms. It would make it easier for the techs to find a form. Right now they have to scroll through a list a mile long for them to find the one they may need.

CGS by New Contributor
  • 1396 Views
  • 1 replies
  • 0 kudos

Equipment sales presentation

We have always looked at Equipment estimates presentations differently than service repair quotes. For one thing we make up install kits; labor (different than service labor), warranties, guarantees, discounts, etc. that you don't see in service quot...

Resolved! Job Creation Date

Hi! New member here...Is there a way to see when a job was created? For example, if a call comes in today but requests to be scheduled for the end of the week, can I see "Date Created" TODAY, Start Date: END OF WEEK, End Date: COMPLETED DATE. When I ...

sanapol by New Contributor
  • 1956 Views
  • 3 replies
  • 1 kudos

Job Timesheets Hour Summary doesn't take Lunch/Breaks into account

I apologize if this has already been discussed but I've noticed it for a while and couldn't find a post related to it. Has anyone else ever noticed the Hours showing on the Timesheets section of the Job page does not take into account any lunches or ...

jesse_s__0-1682034101497.png jesse_s__1-1682034220820.png jesse_s__2-1682035096407.png
jesse_s_ by New Contributor
  • 927 Views
  • 2 replies
  • 2 kudos

Resolved! Booking jobs off Estimates

When we order parts from an approved estimate (requisition them) and then when we receive them in, in terms of what Service Titan links the job to, what is the difference in booking the job from the estimate as opposed to just adding an appointment t...

ddavis by New Contributor II
  • 1978 Views
  • 6 replies
  • 0 kudos

Resolved! Adding External Documents for Estimates

I have created an idea to add a field to estimates that will allow us to add external files to the estimate so you can send a spec sheet with the estimate when emailed to the customer. If you would like to vote or discuss, its here https://ideas.comm...