07-07-2023 06:05 AM
Technician can not close out job without entering equipment details. We have to manually close out jobs in order for the tech to move on to the next job. This happens on a new install when equipment is tied to a job. Huge inconvenience for our techs and office staff. This is hardcoded within service titan and needs to be fixed ASAP.
07-07-2023 10:02 AM
At what point in your current workflow are you adding the serial numbers?
07-07-2023 06:24 AM
It would be best practice to enter in the serial numbers, warranty dates, etc for all new equipment. You could have the technician pause the job then the install coordinator could be the one to input that information. That way the tech would be able to move on to their next job.
07-27-2023 05:09 AM
if an invoice is needed then you will not be able to just pause the job