Fraud alerts
Does anyone know of a way to check for technicians doing side jobs on ST? Other then the minimum dollar threshold alert, is there another way to figure out if a technician is stealing business?
Posts
Technician estimates from the field - Office reviews it before sending
We need to review the technicians estimate before it is sent to the customer. Finding an "alert" for this doesn't seem to exist. Yes, I realize we can go into the "Follow Up" tab or reports. Also, It's great to be able to see a tech built an estimate...
iPad vs Tablet using ST Mobile app
Hello, I am trying to get some feedback on how effectively an Android tablet works with the ST mobile app. We have been using iPads, but tablets are less expensive. Does anyone use tablets in the field? Thanks in advance for your feedback. Jane H.
Access community from mobile
It would be awesome if the technicians from mobile could access the ST community! Please vote: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3280
Resolved! Add watermark to Estimates
Add a large watermark to estimates. Invoices and estimates look the same when sent to customers as a PDF. Our Customer Service Representatives (CSRs) receive multiple calls daily because customers get confused between the documents. Customers mistake...
Unable to play videos
I am unable to play videos attached to work orders. I am using Chrome, but I also tried in Edge, with no luck. However, I am able to view the video on my phone. It downloads the file when opening it. I checked all my browser settings on my pc and it ...
Single search for mobile user
Please give an option to my technicians in the field to do a "search all" when looking for a specific item. My technicians do not always know the difference between a service/task, equipment, and material... and honestly, for some items the line is a...
Resolved! Mobile Sandbox
Is there a way for office staff to access the mobile sandbox from their desktops? I'm frequently getting questions about the mobile app from our techs, but without having access to mobile it's proving difficult to find solutions for them. TIA!
Viewing Forms
Hey Everyone Just Curious If there is an Easier was to View a Service location Form other then Scrolling down the Job Page and finding the Little Eye Ball and Clicking on it. Im Hoping their is a Setting we can turn on to make this alot easier to Vie...
Allow managed tech capabilities without paying monthly fee in Practice Environment only mode.
It would be nice if you could have managed technician capabilities in the practice environment only. This could be a great way to test and try out what your technicians see without being forced to pay monthly fee as an administrator. I fully understa...
