Hello. We had our CSM changed a few times and even if one person in the company will get an email on who new CSM is - the rest of the team wouldn't know.So my idea is to have CSM Name and contact always posted on the bottom of settings or help menu d...
It would be super helpful to be able to see at a glance whether a client has an active maintenance agreement when search results generate. For example, if your searching for a client with the name "Smith", the columns that come up are Name/Phone/Emai...
Settings - Operations - Business Hours.Appointment time slot days being separated. Instead of having it clumped Monday-Friday, have each day separate. That way you are able to set specific hours for each day of the week when needed or show that you a...
I think it would be a great feature if you could toggle off customer notifications when jobs are unassigned. Unassigned jobs for us are usually when Schedule Engine has booked a job but we have not been able to get the customer on the phone to confir...
COMMUNITY-I-1923I need to make a number of job types that are almost exactly the same but with a different name (so I can apply different commission rules in configurable payroll, but that's a separate idea). I really wish I could click DUPLICATE, ed...
How can I reactivate a deactivated customer?
I know I posted about this last year and a very kind person made a user made theme on google that is decent! But still would love to see ServiceTitan implement dark mode for the platform, would be life changing!
Is there a way to bulk edit specific permissions? For example: I want to make sure that no one or everyone has a specific permission (such as deleting payments or editing pricebook categories for example). Rather than select a role or go person by pe...
| Subject | Author | Posted |
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| 11-12-2024 08:09 AM | ||
| 10-21-2024 10:58 AM | ||
| 10-16-2024 08:03 AM | ||
| 09-17-2024 10:20 AM | ||
| 06-25-2024 09:47 AM |
