Posts

Inserting images in a PDF form

This is probably more of a PDF question than a Service Titan question, but I'm curious if anyone has found a way to allow technicians to inset an image into a PDF form? I've been messing around with fillable fields but have not found a way for a tech...

aha_jess by ServiceTitan Certified Administrator
  • 2888 Views
  • 5 replies
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Feature request: photo orientation editing

I've been using ST for about seven months now and I've noticed a quirk that could really use some massaging:When our techs upload photos using the mobile app, regardless of the orientation of the photo as actually captured by the device, ST will rand...

Truck Inventory - Bar Coding Support?

We need to get better at tracking truck inventory and believe easing and simplifying the technician portion of the effort is key. Has anyone been successful in implementing bar coding to handle truck inventory reporting? (Receipts, Returns, Transfers...

moor200 by New Contributor
  • 1934 Views
  • 4 replies
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Required info needed for account

I am wanting to create a required "field" for the technicians, not just a form. How can you make it to where the technician has to enter the model and serial numbers and other key fields on the location profile? The simple answer would be to create a...

jroberds by New Contributor II
  • 2112 Views
  • 2 replies
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Summary of Findings

Hello, we currently utilize a SKU as the way technicians are putting summary of findings on every estimate. With estimate templates we have technicians complaining about having to copy and paste their summary of findings into every estimate and it is...

barbara_6 by ServiceTitan Certified Administrator
  • 1184 Views
  • 1 replies
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Viewing Service Titian Forms As PDF

We created a form using Service Titan's build a form to better help communication from our sales team to our install team. Creating the form was very easy. Sales team love it as it is supper easy to fill out all the required information to have a suc...

Butters by New Contributor
  • 1829 Views
  • 2 replies
  • 2 kudos

Emailing Forms After Job is Complete - Location Only

We are in need of a feature where the forms filled out by the techs in mobile, and are automatically sent, are only sent to the emails on the location page (not on the customer page)We have a few customers that use a billing company that needs the in...

taylore by New Contributor II
  • 3980 Views
  • 6 replies
  • 3 kudos

New feature!

It would be awesome if service titan had a feature where customers were able to sign estimates through the estimate portal. Allowing them to accept sign, and date an estimate and it still converts to sold and notifies the office to schedule.

Akligmann by New Contributor
  • 1703 Views
  • 2 replies
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Photos - Data Management

The inability for files to be renamed in bulk is a huge hurdle we have yet to overcome. It requires that we still use 2 different systems to house photos which is not ideal given what we spend monthly for ServiceTitan....Not only would we would like ...

lacwilson by New Contributor II
  • 3063 Views
  • 5 replies
  • 5 kudos

Titan Score using Chat

It seems our Titan Score is going down because of our response time using Chat. Our CSR's Respond immediately. Not even a minute goes by. Could anyone give me some insight on how to increase our score or what is causing our score to go down because o...

Ameredith by New Contributor
  • 1313 Views
  • 1 replies
  • 0 kudos