Posts

Resolved! Searching by customer provided work order #

We have just joined the Service Titan Community two weeks ago. We do a large amount of work for commercial, property mgmt. and warranty companies that all send us a work order # that they generate to track each job. I know we can add a custom field t...

Pruitts by New Contributor
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Recurring Services Page

Would it be possible to have the type of home that it is for on the Recurring svc page? For example having a spot where it shows Residential/ manufactured/commercial?

DBush by New Contributor
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  • 1 replies
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Auto Adjust Splits

Hi all, I was having some issues with closing out a job and creating a new appointment on a multiple man job. We noticed, since we had recently terminated an employee, who was 100% on the job, we were unable to do these requests. It would be nice in ...

jenniferg by New Contributor
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Resolved! Make preferred tech more visible on location profile

I love that in the customer location you can select the customer's preferred tech however, I wish it was more visible! Could we add it to the top of the page near the customer's name? Or find a way to make it stand out more - add a banner, bright fon...

Assign new phone number to customer at call booking

When an existing customer calls in from a new phone number, there should be a way to assign that new number to the existing customer once I select them from our customer list. Currently I have to do this after the call is booked by going into the cus...

ericocca by New Contributor
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Scheduling Assistant

Just looking to get an idea on the opinion of the Scheduling Assistant tool. How useful has it been for users? Would you recommend it?

Trouble with Business Units

When creating a Job for my company all my Business Units are not showing when i create a Job i was concerned that maybe the Units were not active in Settings but when i looked at it all were showing active. Wondering am i doing something wrong. I jus...

dustyeair by New Contributor
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  • 0 kudos