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...
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.
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...
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.
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,...
I created an idea about being able to decide the order information appears on the mobile dashboard- go vote for it! COMMUNITY-I-1996
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
when entering Equipment in the price book, it has a spot to enter the dimensions but the techs can not see the dimensions, so at the moment it is useless, please make this available for the techs to see!
We're having issues with ST mobile. And I just had support tell me they would suggest using a high-speed internet connection for best results. Let me call Verizon and tell them to get on that now
Hello!!We are having an issue with the photo link capture. Many of my techs prefer using the phone capture option on service titan to add photos to a job. I have three techs that were using this feature that are now telling me that they are no longer...
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| 12-05-2024 10:12 AM | ||
| 11-14-2024 01:24 PM |
