I'd like my guys to be able to look up and call customers/ be able to see jobs that they were not necessarily assigned to. I keep running into situations that a job is estimated but not necessarily booked. I would like one of my leads to call the cus...
We would like the time spent creating an estimate to be recorded on the timesheet for the related job. If a technician starts an estimate while on a job, completes the job, then accesses the estimate through Follow ups, the time is considered "idle t...
We have forms set up for customer's to sign authorizing us to complete work on the property and another form the customer signs when job is completed. I have searched and searched and watched all the videos I can find on how to stop triggering that f...
Why can't the techs view their schedule via mobile? We used to use non-job events for things like Time-Off and Holidays that the technician could see on their Dashboard or through All Jobs. But now that we're using the Schedule Module and setting tec...
Is anyone else having issues with their techs complaining of issues: a) not being able to properly log in to service titan due to being met with a blank screen? Restarting, closing the app, etc. does not work. The only fix is uninstalling/reinstallin...
Please go vote for my idea: COMMUNITY-I-2295 I have a couple of Google forms I need my techs to be able to answer (call out, time off request, workplace injury report, etc) that I add to the content portal, but then as we add more things to the conte...
Dynamic pricing is a great new feature however if you choose to use it the new pricing will not be shown in the mobile price book preview. We use the preview a lot and now the only way to see the correct pricing is to change all of your static prices...
Hello! Our plumbing and HVAC company are new to Service Titan. The previous platform we used for the office aspect had a mobile app that could be used on the road if necessary. Is there an option for the Service Titan app to have the office view as w...
New to ST but we seem to be creating issues when techs email invoices with forms and estimates during recurring service visits.... Our clients don't seem to click into pdf attachments to understand the difference between estimates and actual invoices...
Has anyone had issues with mobile users adding an item to an invoice/estimate and the item has a price set in the pricebook but it is added to the invoice/estimate as a zero dollar item? It's not something that we can replicate. We find invoices/esti...
