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, ...
Looking for workflow to move a piece of equipment to a new location. SAME owner. Client moves and wants us to uninstall at old house & reinstall at new location. I'm thinking best thing is just one job and editing the location address after the move ...
Is there a way to designate a lead technician on a job? We are creating scheduled report of open jobs by technicians. Currently when there are multiple technicians assigned we are not getting actionable data. Thank you in advance
Currently we can only text with a customer from the dispatch board. We would like the ability for our techs in the field to send daily updates and photos via text from their job page to their customers.
| Subject | Author | Posted |
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| 03-25-2025 10:13 AM | ||
| 02-21-2025 11:09 AM | ||
| 12-31-2024 08:19 AM | ||
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM |
