Posts

Best Practice for Signatures

Hey Guys, Not sure if this is available in ST or not. Is there an option to request a print signature and a signature signature? We have some techs pencil whipping signatures and want to have a best practice to prevent this from happening. I think ha...

NealMims by New Contributor
  • 1378 Views
  • 1 replies
  • 1 kudos

Ability to combine multiple estimates

I would like to see my technicians have the ability to combine multiple estimates within a ticket so that when the customer receives the estimate, they get a total quote for an entire job versus multiple estimates that they then need to navigate and ...

Technician Ability to change specific Service Prices

It would be nice for the Technicians to have the ability to change only specific Service Item Prices.Vote for COMMUNITY-I-1870 idea if this is something you would like to see!!I like that you can set the parameter that they can't change any price in ...

Mobile version tech accessibility for estimate

When jobs are scheduled on our technicians, they can add estimates to those jobs. However, once a job has been completed by the technician, they are unable to add additional estimates without assistance from the office staff or trying workarounds tha...

MichaelW by New Contributor
  • 1624 Views
  • 2 replies
  • 3 kudos

Attaching PDF in the field

Is there a way to attach a pdf form on a job from the mobile app? We have water purveyors that use Tokay for backflow prevention tests and we're wanting out testers to add the pdf form to the job so we have proof in the office of completion. This wou...

josh_bab by New Contributor II
  • 1304 Views
  • 1 replies
  • 2 kudos

Job Limitations on Projects

We recently learned projects have a 100 job limitation on the mobile side. Our technicians are locked out of invoices once the project reaches 100 jobs, no matter how many jobs that specific tech has worked on.Other than waiting until after invoice c...

GradyRoaten by ServiceTitan Certified Administrator
  • 1456 Views
  • 2 replies
  • 1 kudos

Work Ticket Information

Is there a way to change the information available to a crew via the Mobile app? For example, when our crews pull up the information page on their mobile devices, it would be incredibly handy to have a customer's phone number and take-off lawn size.

PJ-TLI by New Contributor
  • 1703 Views
  • 3 replies
  • 1 kudos

Resolved! Technicians' ability to take payments

Is there a way to disable technicians' ability to take specific payments in the field? We recently added a surcharge to all credit card payments. We don't want our technicians to have the ability to take credit card payments in the field so we can en...

rmarchman by New Contributor III
  • 2204 Views
  • 2 replies
  • 0 kudos

Remove "Would you like to perform work now?" question.

I would like Service Titan to remove the Yes/No question after the technician sells an estimate. I find that this adds more confusion and added steps than if you simply had the tech request another appointment at closeout.