Posts

Business Unit Bulk Updates

During the release 66, the feature was added to do bulk updates to business units. However, this feature erases the mapping to Intacct so is effectively more work to do this new feature.I would love for this to be fixed during the next update.

Email

Please enable the email for invoices and estimates for every new profile that is created in service titan - if this is not done customers are not getting their emails or estimates and is costing the company money. This new step on having to go in and...

amy-cm by New Contributor
  • 648 Views
  • 1 replies
  • 0 kudos

Forms on Customers Page

Hello,I was wondering if there's a way that I can set ST to be able to see the forms in the customers page if the form is linked on the job?I would like to be able to see if the form was completed or not (status) without having to go inside the oppor...

LiaFranco by New Contributor
  • 785 Views
  • 1 replies
  • 0 kudos

Pictures

Since the update last week, pictures added to forms are no longer showing up on the job and location. Is there a fix for this? This is a big problem for us.

jgautier by New Contributor
  • 913 Views
  • 2 replies
  • 0 kudos

Technician Permissions

I have looked everywhere in every setting and I can not find it. I need to remove permissions for technicians to add a discount to an invoice.I know it is listed as Discounts and Fees in the pricebook, but I specifically need to have the permissions ...

ladams76 by New Contributor III
  • 1224 Views
  • 3 replies
  • 0 kudos

Customizing Communication Features

There should be a way to send a specific email to different job types. Like for a preventive maintenance I would want to be able to send the initial email with the details of what we were doing for the preventive maintenance. Same as an install I wou...

kgibson by New Contributor
  • 874 Views
  • 1 replies
  • 0 kudos

Service Area Zones

Hi all! I am trying to find a way to simplify a task we do, but am not having the most luck streamlining it.We currently have four location-based service areas that have different pricing. What we currently do is have our inspection job types pre-pop...

Bremease by ServiceTitan Certified Administrator
  • 1022 Views
  • 2 replies
  • 1 kudos

Resolved! Dark Mode

I would love for ST to have a Dark Mode. The higher contrast would make it easier for users who are visually impaired, as well as making the view less vibrant for general use.

FORM ISSUES

Hello, I am looking for some ideas on my conditional logic form, I created a very extensive form with quite a few rules but now that it is complete, Service Titan completely shuts down everytime I go to preview it. I contacted support and have been w...

ACooper by ServiceTitan Certified Administrator
  • 1110 Views
  • 1 replies
  • 0 kudos