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...
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Posts
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...
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.
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 ...
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...
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...
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...
Add an option to filter the alert with business units
Payment applied alerts do now allow for an option to filter by business unit. This would be helpful so department managers can be notified.
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...
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| Subject | Author | Posted |
|---|---|---|
| 04-02-2025 08:50 AM | ||
| 03-10-2025 08:28 AM | ||
| 11-12-2024 08:09 AM | ||
| 10-21-2024 10:58 AM | ||
| 10-16-2024 08:03 AM |
