Speaking with support, there seems to be no way for a tech to collect on an open balance from an invoice. We are having an issue with finding a way to collect on memberships that auto renew with services scheduled before they are paid. Regardless of ...
We have PPE (as Material with a $ amount) attached to all services we offer. In the last week or so, for sure around the time of the last update, the following issue has presented:When Tech chooses appropriate Labor option, PPE automatically is on th...
My company has decided to push the iOS 18 update to all of our techs iPads. Now the Service Titan app is no longer working correctly. We've tried force closing the app, signing out, and restarting the iPads, but nothing seems to work. Anyone else hav...
Has anyone had issues trying to open PDF files on the mobile app? It shows the file is uploaded, but when you click into it it never loads and is just a black screen. Have had a few technicians randomly have this issue so far.
Hello Everyone!Curious if anyone has found a solution/work around to be able to hide files from technicians on the mobile side? We are wanting to add PO's from contractors but dont' want the mobile techs to see that. Any solutions?
We are looking at turning the mobile check capture on in our office for the field. Can anyone share the pros and cons they have experienced with this?
Does anyone know of a way to create an alert or a tag on a form when it is saved but not completed? Sometimes our technicians accidentally do not complete a form and therefore we do not get a notification in the office or a tag on the dispatch board....
We are experimenting with dynamic pricing on services with linked configurable materials. Everything works as described in the "Use Configurable Services in Pricebook and Pricebook Pro" knowledge base article when adding to the estimate, but we are r...
When viewing equipment on tablet, it shows all listed. Installed and replaced. If you sort, it changes back after editing any entry. Would it be possible to default status to "installed" and only access replaced when needed? The status column does al...
Please take a look and vote for this idea! We are having a real issue needing to download the same media and re upload it for our technicians to be able to see the media related to the projects. This needs to be streamlined!https://ideas.community.se...
