For projects, field technicians need to be able to see notes

aequigua
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Currently field technicians can see invoice summary notes from jobs that only involve one technician. Once the job turns into a project, the field techs are not able to see the project summary notes/description unless they are dispatched to that job, when most of the time the job is already closed out. Techs needs to be able to see all notes without being dispatched to job. Often times, technicians are working after office hours, so not being able to access these notes impedes their ability to perform their jobs.  

3 REPLIES 3

aequigua
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you Jessica!

COMMUNITY-I-2066

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Voted!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is a great idea! Share this idea with ServiceTitan's Product team via the Ideas board. At the top of this screen, click on the IDEAS heading. Then click the ADD A NEW IDEA button. Your idea will have an ID (COMMUNITY-I-xxx). If you reply to this thread with that ID after you create it, people can easily search for and upvote your idea!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions