Posts

Resolved! Survey

Is there a way to turn off the automatic survey sent by ST?

DamienJ5 by New Contributor
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  • 1 replies
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Invoice pricing options

Is there a way to present an invoice with different options such as if you pay cash its this amount if you pay credit card its this amount with the fee and if you use financing its this amount with the fee?

nicholea by New Contributor II
  • 1043 Views
  • 2 replies
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Material Name instead of Material code on invoices

Does anyone know how to show the MATERIAL NAME instead of the MATERIAL CODE under tasks on printed invoices? IT is telling me no - is there some type of work around? (highlighted in yellow is what we want on the invoices that shows up on job invoice ...

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Resolved! Task Management

Hi All,We are using Task Management for our Permit process it's working, Are you using it for Permits? If so is it working for you?ThanksRoger

rcampbel by New Contributor II
  • 2047 Views
  • 4 replies
  • 1 kudos

Click to Dial Video!

You heard it.Click to dial video calls. How amazing would that be?Since things are leading toward video now, video calls through ServiceTitan would be an amazing upgrade to the click to dial feature. It could be used for CSRs, comfort advisors or plu...

Collect deposits with online estimate link

A customer can accept and sign an estimate online however the online estimate link does not allow a customer to make a deposit for the work. ServiceTitan should give customers the ability to make a deposit for their estimates online when they accept ...

TC by New Contributor
  • 965 Views
  • 1 replies
  • 12 kudos