I spent a ton of time on the Ideas section and the general ST Community Chat finally going through all the current Ideas out there submitted by fellow titans and giving my list of things I would love to see. If you dont mind, can you go through and upvote all of these items if you think they would be relevant. I know many of you are GDF members as well, and while you may not know exactly what some of these items mean, I can promise you that you will appreciate these features as you progress in your ST and GDF journey and would appreciate you checking them out and upvoting them. Please feel free to comment if you have any questions or post any additional ideas you may have in the ideas sections. Appreciate your support in this!!!
Below is a summary of the topic of the idea as well as the ID where you can find my more detailed description on what I would like to propose to the software. I have general posts in the main ST Community page on all of these as well so you may have seen them already if you are following my posts.
|Internal Forms, warranty callback example||COMMUNITY-I-2112|
|Form Answers adding tags or searchable||COMMUNITY-I-2113|
|Ability to do math on ST reports||COMMUNITY-I-2114|
|Better reporting on Cancelations on Dashboard||COMMUNITY-I-2115|
|VFS Opportunities Double Counting||COMMUNITY-I-2117|
|Estimate Management on Mobile after job close out||COMMUNITY-I-2118|
|Discount and Fee overhaul, not applied to full invoice||COMMUNITY-I-2119|
|Mobile Task Management (non Job jobs)||COMMUNITY-I-2120|
|Better AR management section||COMMUNITY-I-2121|
|Payroll Visibility in payroll approval to job costs||COMMUNITY-I-2122|
|More communication within Payroll Approval||COMMUNITY-I-2123|
|Take Deposit in Mobile||COMMUNITY-I-2124|
|Headers on Accounting tab to match other modules in ST||COMMUNITY-I-2125|
|Exportable review dataset||COMMUNITY-I-2126|
|SE ability to reschedule existing jobs (ie Install jobs)||COMMUNITY-I-2127|
|Call transcription within Service Titan||COMMUNITY-I-2128|
|visual of audio when listening to a call||COMMUNITY-I-2129|
|True Ringless voicemail||COMMUNITY-I-2130|
|Fixing PO options, prepaid discount, fuel Surcharge, etc||COMMUNITY-I-2131|
|Truck to Truck transfers on Inventory App||COMMUNITY-I-2132|
|Automated PO ordering by Inventory template||COMMUNITY-I-2133|
|Notification of when a truck changed on tech||COMMUNITY-I-2134|
|Mass Print of selected invoices||COMMUNITY-I-2135|
Apparently doing refunds and having correct accounting for it is a nightmare. can u make a video on how in the world to do a refund and it is accounted for correctly. i refunded the credit card on an accidental overcharge (my guy charged for 2 sets of rollers instead of 1 set) but the problem now is it looks like the customer owes me $275.
someone needs to show the st people that it needs to be more intuitive . i shouldn't have to read a book of forums and still not figure it out lol
Are you using ST Payments? If so, you can set up integrated refunds and it makes the refund process very smooth and also takes care of the record keeping for you. Hit me up and I can show you what it looks like and get on ST Payments if you are not, it makes life soooo much easier and saves a ton of time and money on back end work that companies spend their time doing.
Thanks! I felt the need to apologize at the beginning of this as I knew it was going to be a full on barrage. Curious to see what people wake up to on Monday morning and look at. Hopefully a lot of upvotes that get these ideas in front of all the proper ST people though I have shared versions of this list many times, but I think the broader support of the community saying we want these idea will help immensely. I crossed a few items off my list when going through the Ideas section but was surprised how many of these ideas were relatively unique. @JessicaSmith Thanks for reading through them all and providing your feedback and appreciate your support and endorsement on these!