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Adding new subaccount for new business location

Hi there! So our company has expanded from Seattle to Portland, and we were looking for a way to split the account into two different locations for easier management. This will tremendously help with organization and management, as it will minimize c...

Turn Off Ability to Book a Job from a Sold Estimate

Good morning,Does anyone out there know if it is possible to turn off the ability to book a job directly from a sold estimate? Our company has multiple divisions; I only want to permission change to apply to the Commercial Department. We use Business...

emmabrda by New Contributor II
  • 189 Views
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Custom Fields Default

Please create the ability to set a default for a custom field. 

DKK by New Contributor
  • 281 Views
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Invoice formatting

We do commercial and residential plumbing. Is there a way to format the invoice to show Net 30 for commercial and due on receipt for residential? I have to add those in every time before I can update the invoice to send.

JessicaT by New Contributor
  • 482 Views
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Screen Keeps Freezing While I'm Previewing A Form

Hey Fellow Titans!I am working on editing a vehicle inspection form with conditional logic. Every time I try to preview the form, my screen freezes and I can't try it out. Anyone else ever had this happen?

Miranda by ServiceTitan Certified Administrator
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closing a task

Is there a way to see who actually closed a task? Maybe see who and when? Like date etc

NEKAY by New Contributor
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ST 69 update how to set Default Warehouse

This was just rolled out but had no details on how to set it just yet (that I have seen) so figured I would put this out there in case anyone else is interested!Under each business unit, you can now select the default warehouse so that when you creat...

MirandaMel by ServiceTitan Certified Administrator
  • 886 Views
  • 0 replies
  • 1 kudos