Posts

Resolved! Web based version of Service Titan Mobile

Hey guys and gals, Is there a way to access a version of the mobile app from a desktop. we have a lot of implementations we are trying to practice with and have limited managed accounts. Was not sure if there was something like this so we can see wha...

user_f54 by New Contributor II
  • 3020 Views
  • 6 replies
  • 0 kudos

Editing Techs Dashboard

Hello,I am wondering if there is a way for us to be able to edit a Technicians MOBILE dashboard. I am looking to upload and add a helpful chart for them to be able to use while out on the field. I would like for it to appear in/under the overview tab...

astacio7 by ServiceTitan Certified Administrator
  • 2418 Views
  • 6 replies
  • 3 kudos

Resolved! Price book

Need a way for the Tec's to see price book without being in a job invoice!

Bott1940 by New Contributor
  • 2041 Views
  • 4 replies
  • 2 kudos

Take Deposit in Mobile Followup

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2124We have our technicians use the mobile follow-up heavily, but unfortunately, if they get a hold of the customer and the customer agrees to move forwa...

AdamCronenberg by ServiceTitan Certified Administrator
  • 1933 Views
  • 4 replies
  • 10 kudos

Discount and Fee overhaul, not applied to full invoice

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2119Sometimes when selling a 2nd or 3rd estimate on the same job, you want to give a percent discount to get them to go with the additional work and that...

AdamCronenberg by ServiceTitan Certified Administrator
  • 2267 Views
  • 7 replies
  • 7 kudos

Better Follow-up differentiation for techs in mobile

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2118It would be nice if at the end of a job, Service titan prompted a tech on how they want to classify any unsold estimates still open when the job is c...

AdamCronenberg by ServiceTitan Certified Administrator
  • 1864 Views
  • 4 replies
  • 8 kudos

Individual Answers on Forms Searchable or Triggering some action

Please upvote this idea if you like it.COMMUNITY-I-2113We collect a lot of data and forms are a great way to force a technician to fill out information, but it is really hard to utilize the information collected by the individual questions answered o...

AdamCronenberg by ServiceTitan Certified Administrator
  • 2475 Views
  • 7 replies
  • 8 kudos

Proposal and Estimate Template

We are looking to add more proposal templates and coming up blank with more pre-build options for our techs. We do Heating, Cooling and Plumbing. Are there any ones that you and your team use all the time. Let's start a list of proposal template idea...

reneem by ServiceTitan Certified Administrator
  • 1320 Views
  • 3 replies
  • 0 kudos

Email Not Saving on Mobile

Emails are not saving on the mobile end. Techs are doing what they've always done, and all of a sudden the emails are not saving to the customer profile. Has anyone else experienced this? Help please! Thanks.

vtadros9 by New Contributor II
  • 994 Views
  • 0 replies
  • 0 kudos