Water Treatment User Group: Enhancement Requests (1/2)

[AHennager]

Howdy, Water Treatment User Group!

This thread will serve as a central area for all enhancement requests originating from or in relation to ServiceTitan users within the Water Treatment Industry. Let's upvote these requests together!

Have your own enhancement requests and want them linked here? Feel free to reach out!

This post will be updated periodically.

Submitting & Upvoting Your Ideas:

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COMMUNITY-I-504
Ability to sell equipment from Counter Sales

COMMUNITY-I-664
Automatic Estimate Unsell Workflow For Estimates Sold In The Field

COMMUNITY-I-713
Default Arrival Window for Recurring Services

COMMUNITY-I-742
Add Custom Field Filter/Selection to Audience Builder in Marketing Pro

COMMUNITY-I-781
Estimates should have ability to be added to ANY existing job, NOT just to book a new job

COMMUNITY-I-805
Create permission to hide purchase order costs on invoices

COMMUNITY-I-818
Custom smart fields and technician interaction for pdf form

COMMUNITY-I-837
Automatically include equipment "Images/Videos And Assets" when sending an estimate

COMMUNITY-I-838
Allow customization of Visit Assistant / Online Estimates Portal UI

COMMUNITY-I-893
Provide Unit of Measure (UOM) column on Purchase Orders transmitted from ServiceTitan

COMMUNITY-I-896
Provide Alert for Replenishment Trigger

COMMUNITY-I-897
Provide transfer of information from 'Vendor Memo' to 'Purchase Order Memo'

COMMUNITY-I-972
Equipment Status: Provide "pre-owned" status and/or configurable statuses

COMMUNITY-I-973
Inventory Overview Section: Provide column / filter for "Vendor"

COMMUNITY-I-1023
Estimate Templates from Call Screen

COMMUNITY-I-1110
Cost Updates and Audit Trail

COMMUNITY-I-1146
Allow Techs to browse pricebook without being in a job

COMMUNITY-I-1169
Assign Chats to Employee

COMMUNITY-I-1180
Assign Tasks in task management to a group / multiple people

COMMUNITY-I-1210
Add County to the customer and location address

COMMUNITY-I-1236
Redesign Job Types settings page: Global overview of configurations with inline editing

COMMUNITY-I-1316
Provide additional search filters for Follow Up screen

COMMUNITY-I-1349
Provide search ability within Settings > Operations > Forms

COMMUNITY-I-1352
Include Materials / Chargeable Materials into "Add-On" KPI

COMMUNITY-I-1373
Provide option for Excel file type when downloading Inventory/Cycle Counts

COMMUNITY-I-1410
Add additional advanced filtering to Academy Catalog for filtering courses by specific role

COMMUNITY-I-1411
Allow adjustable/editable capabilities for values/quantities of Discounts & Fees line items by Mobile Technicians

COMMUNITY-I-1412
Enable audit trail for actions relating to updating an invoice item's Inventory Location

COMMUNITY-I-1413
Enable audit trail for Point-of-Sale transactions

COMMUNITY-I-1414
Ability to link Forms to Services & Materials

COMMUNITY-I-1415
Provide ability to make "Trucks" an option within Inventory Module

COMMUNITY-I-1416
Allow toggle for Discounts & Fees section to be altered from "dynamic" state to "static" state

COMMUNITY-I-1417
Provide filter that distinguishes between "sold, unbooked estimates" & "sold, booked estimates" for "Estimate Items" data set

COMMUNITY-I-1418
Ability to set default parameters for email & print invoice views via "Enable invoice print new design"

COMMUNITY-I-1419
Provide snapshot of task descriptions within Task Management

COMMUNITY-I-1420
Provide ability for Job Booking Surveys

COMMUNITY-I-1421
Allow ability to apply sold estimate line items to multiple Service Locations

COMMUNITY-I-1422
Provide "Status" audit trail for E-Sign / Online Estimates activity

COMMUNITY-I-1423
Add exclusion for "Optimize Technician Route" under "Rescheduled Reason Survey" Settings

COMMUNITY-I-1434
Filtering for Chats

COMMUNITY-I-1479
Ability to hide/show Item Codes and/or Item Names from printed Invoices/Estimates & Online Estimates/Invoices

COMMUNITY-I-1501
Edit Subject Line of Confirmation Email Sent when Customer Signs Estimate

COMMUNITY-I-1544
Enable "ZIP+4 Codes" for Zones

COMMUNITY-I-1570
Configurability for "Show Membership Savings" to be unchecked as default for new Customer profiles

COMMUNITY-I-1582
Auto-Generate Tag onto Service Locations when located outside of Service Area

COMMUNITY-I-1653
On the tech profile page add a start and end address

COMMUNITY-I-1767
Add in a place for Sales goals not just revenue goals

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This post is too long! See part two HERE

[mquigley]

Great information, thanks!