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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
  • 2476 Views
  • 7 replies
  • 8 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
  • 1976 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
  • 2726 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
  • 1438 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
  • 1076 Views
  • 0 replies
  • 0 kudos

Mobile not syncing after data marge

We just went through a data merge and when it was done we lost mobile access. The techs in the field can't see anything on the app. The sync arrows have an exclamation point in the middle. We have un and re-installed the mobile app with no change. We...

chi2119 by • New Contributor
  • 1465 Views
  • 2 replies
  • 0 kudos

More than 5 paused appointment on the mobile app!!

I would like to see the max number of "Paused" appointments raised. Honestly I think ALL paused appointments should show up on the mobile app to help keep the techs up to date on what jobs they need to complete.

For projects, field technicians need to be able to see notes

Currently field technicians can see invoice summary notes from jobs that only involve one technician. Once the job turns into a project, the field techs are not able to see the project summary notes/description unless they are dispatched to that job,...

aequigua by • ServiceTitan Certified Administrator
  • 1480 Views
  • 3 replies
  • 0 kudos

Resolved! Content Portal Folders

This idea came up in my Spark Session today and we found it already exists- go vote for it! We want to be able to organize things in the Content Portal into foldersCOMMUNITY-I-302

JessicaSmith by • ServiceTitan Certified Administrator
  • 2872 Views
  • 7 replies
  • 4 kudos
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