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Emailing Customer with Job Updates

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...

Cerena by • New Contributor
  • 1890 Views
  • 2 replies
  • 0 kudos

Cancel Job with Payment Attached

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...

swilliams by • New Contributor
  • 1399 Views
  • 1 replies
  • 0 kudos

Custom Field Improvement - Save Custom Field Data

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 ...

Invoice Summary converts to project Summary

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...

JustinC by • New Contributor II
  • 1796 Views
  • 2 replies
  • 0 kudos

Sending job details

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...

Can we change the order that the custom fields appear in?

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, ...

ERIK by • New Contributor II
  • 2401 Views
  • 3 replies
  • 1 kudos

workflow to move equipment

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 ...

ErikaF by • New Contributor II
  • 1927 Views
  • 2 replies
  • 0 kudos

How to designate Designate Lead Technician on a job

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

Jase1000 by • New Contributor III
  • 2958 Views
  • 4 replies
  • 0 kudos
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