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...
https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2230Please go vote for this idea. When techs get the pictures, but do not create the equipment on the job, the office has to do it. Techs can get back to the job in their history, add note...
Idea: https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2227When needing to add multiple of the same material to an invoice, my technicians have found that it is easier and faster to not click into the material to change the quantity. Ins...
When I have my technicians doing quotes, is there a way that a picture or PDF of a vendor proposal can be attached to an estimate without it being attached to the job and possibly being sent to the customer? Is there a place to post sensitive picture...
Hello! We have had a lot of issues with the mobile side of the pricebook showing a $0.00 sell price on a lot of our material items. On the office side we can see our cost and sell price, but our techs keep showing $0.00 sell price and we can't seem t...
Good Morning!For the last almost 24 hours we have had our techs without the ability to use the Mobile App on their Tablets. We reached out to chat this morning and they are saying it is an isolated incident with our techs. I am not sure how this woul...
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...
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...
Need a way for the Tec's to see price book without being in a job invoice!
