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Posts

Partner Portal users cannot cancel jobs

As of this morning none of our partner portal users can cancel any jobs. We own 5 markets so all of my office is on partner portal users. Admin have direct market log ins, we can cancel jobs. Ive reached out to support for help via email since my onl...

Owena by New Contributor
  • 1332 Views
  • 1 replies
  • 0 kudos

Customer Communication and Customizing messages/ Dispatch

Regarding the notifications that are sent to the customer at appt booking or for reminders. We charge customers in different areas different amounts. We would like to be able to remind the customers that are in those areas of the special charge and n...

info_nor by New Contributor II
  • 2004 Views
  • 1 replies
  • 3 kudos

Limiting Technician Phone Calls to Customers

Good Afternoon,Our owner has tasked us with trying to reduce the calls from our technicians to our customers when in route to their location. we currently use service titan and our customers get a confirmation email as well as a text when our technic...

user_f54 by New Contributor II
  • 3682 Views
  • 4 replies
  • 1 kudos

In Field Prescheduling

Hey Guys! We have been using Service Titan for about a year and are starting to look into setting up capacity planning. I have a couple questions to see if the community can help me out with on some things we do or may need to change. Question 1I hav...

user_f54 by New Contributor II
  • 2194 Views
  • 1 replies
  • 0 kudos

Job Screen

I thought it would be a good idea to be able to label phone # and Emails from the Job Screen instead of having to click over to the customer/location side.

Dispatch board job overview

When we click on the job through the dispatch board, it pulls a job overview with lots of information and pencils to edit notes. It would be great if we had the customers phone number on that overview to call the customer for confirmation and then be...

Kradliff by ServiceTitan Certified Administrator
  • 2828 Views
  • 3 replies
  • 2 kudos

Out of town owner authorization to work on their private property

We are trying to create a simple form that an out of town property owner can E Sign, giving authorization to work on their property. We want it to link to the service location. And we want it to be initiated by the office.The forms in ST don't work f...

Shawns by New Contributor
  • 3793 Views
  • 4 replies
  • 2 kudos