Mobile

Posts

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
  • 4276 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
  • 3767 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
  • 3286 Views
  • 4 replies
  • 11 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
  • 4680 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
  • 3088 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
  • 4857 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
  • 2327 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
  • 1609 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
  • 2605 Views
  • 2 replies
  • 0 kudos