I just listened to this podcast today, and it was so good!If you're struggling to keep your techs staffed, you might want to listen to this episode of the Toolbox for the Trades. Jackie Aubel interviewed Al Levi and Jason Kim. They share 5 steps to T...
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...
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...
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...
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...
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...
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...
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...
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.
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 ...
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| 12-05-2024 10:12 AM | ||
| 11-14-2024 01:24 PM |
