Posts

Resolved! Deposit Question

DEPOSIT QUESTION! Hi All! To my knowledge, when a tech sells work and wants to collect a prepayment he has to sell the work, click "perform work later", call the office, the office sets up the return call, and then the tech can collect the "project" ...

reneem by ServiceTitan Certified Administrator
  • 1541 Views
  • 2 replies
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good better best

We want to change how we present to a customer on the options that they have. As of now it is set up as (good better best) for your options. We would like it to go (best better good) so that the customer is looking at their best option first. By doin...

ehcmgr by New Contributor
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  • 2 replies
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Resolved! Taking photos in the Service Titan Mobile App

I have been having a challenge to get the technicians to take photos before, during and after the work has been performed. In trying to understand why a simple task like this was not being completed they all complained that it really slowed them down...

Editable Tech Tablet View

We would like to be able to display the billing name - not the job location name on the techs tablet view - we should be able to update that.

Ghannon by New Contributor
  • 864 Views
  • 1 replies
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Signature boxes.

Hello all. I’ve been finding that it’s difficult to have customers sign off on the signature box, there is no color differentiation and the signature capture box is a very light gray outlines dotted box. I think it would be lovely if ServiceTitan wan...

Jerodb by New Contributor III
  • 2344 Views
  • 4 replies
  • 1 kudos

Highlighting phone number for technician to call as a priority.

Hello everyone,I am a field technician finding that it to be infuriating that when I have 15 numbers I have to cycle through to find the one to call and sometimes I still don’t find it and I have to call my dispatcher. I think it would be lovely if s...

Jerodb by New Contributor III
  • 2502 Views
  • 5 replies
  • 3 kudos

Resolved! Price book Categories to business units

I want to enable/disable certain price book categories based on business units. I have the business units assigned in the categories, but we can still see all price book items. Anyone know why?

Task Management and Technicians/Mobile

Currently, everything I am being told says 'task management' can only be used on the office side. However, you are able to assign technicians to a task. Wouldn't it make sense to open task management up on the mobile side so technicians can complete ...

scottie_ by New Contributor
  • 1407 Views
  • 2 replies
  • 4 kudos