Posts

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
  • 978 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
  • 740 Views
  • 1 replies
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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
  • 814 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
  • 903 Views
  • 1 replies
  • 0 kudos

Resolved! Skill set capacity vs adjustable capacity planning

I am getting ready to set up capacity planning for my business and today I read on here that you have to choose between manual adjustment capacity and skill capacity when setting up. If you chose manual adjustment capacity, is the CSR still able to s...

BRH by New Contributor
  • 1265 Views
  • 2 replies
  • 0 kudos

Resolved! Changing the look of invoices

I would like to make changes to our invoices. I would like to make the acknowledgements where the customer signs larger and if possible, in red so it sticks out better so the customer actually reads what they are signing.

tracy_c by New Contributor II
  • 1264 Views
  • 1 replies
  • 0 kudos

Adding to customer and location page

I've been wondering if there is functionality for this for a while. I have a tendency to forget to click the toggle to add the note to both the customer and location page, but there is no way for me to go in and edit to retroactively add the note to ...

JamesS by New Contributor
  • 614 Views
  • 1 replies
  • 0 kudos

Burden Rate on Salesman

Does anyone have a way of showing the burden rate of the salesman commission on installs job costing? I know we can set the payroll to reflect commission, but nothing I can find will show the burden rate for them.

MirandaMel by ServiceTitan Certified Administrator
  • 854 Views
  • 0 replies
  • 2 kudos