Proposal Templates
Can we please get categories for our proposal templates? It would make it soooo much easier for our Techs to find.
Posts
Resolved! Removal of signature required when charging card on file
When our techs go out to a tenant/landlord job and there is a card on file, a signature is required even if the landlord is not present. Is there a way the tech can charge the card on file upon completion without a signature? Or use the authorization...
Booking a job for multiple techs in mobile needed
When We book a job in the mobile app, it only allows us to book the job for ourselves.Often we will have a tech with a helper and if the tech picks up an extra call they can only book it for themselves and not for the helper that is riding with them....
Materials button needed
When in mobile, there's a task button but often we need to add materials to jobs, like 90% of our jobs.The extra step to go into the actions drop down to select the materials button is cumbersome. adding materials isn't exactly an action, no more so ...
Tags
Does anyone know if the technicians have the ability to add tags to their jobs through ST.
What Permission turns on the add equipment on mobile side of service titan
Does anyone know how to turn on the add equipment function in this menu? and will it give our technicians the ability to add equipment and identify its location? Thanks!
Mobile app. Looking up customers and old jobs/ new jobs.
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...
How do you track technician hours when they are working on an estimate accessed via "Follow up"?
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...
Customer Authorization Forms per Job
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...
Mobile View of Technician Schedule
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...
