Added another idea to the page today. Vote if you agree.There should be an audit trail on the customer and location pages themselves like on the job history to show when and who makes changes to the accounts. For example, when addresses are updated o...
It would be nice if we could attach a document to a particular note that we are putting on a customer or location page instead of having to go through all of the attachments to try to find the one that goes with that note. For example, we received a ...
Anyone using Microsoft teams phones with service titan? if yes, how is it going is it seamless?
I have noticed that within ST, you cannot delete a note on a customer/location profile. I understand the reasoning behind this however, sometimes a note is no longer relevant and I'd like to delete it. We have recently added in a custom field on the ...
Would it be helpful to anyone else if Aspire allowed more than 1 email address per client?? I'd really like to see that!!
We work with multiple real estate companies and buyers to provide real estate inspections before a purchase. With regard to customer cards and locations, what is the recommended way to keep track of real estate companies with multiple agents who have...
On the customer profile page, under the email section, there is nothing listed even though we have emailed invoices, estimates, and forms from both the mobile and office. What emails are supposed to show there?
On our account it no longer allows us to set a preferred technician to a customer's profile. It only populates management and previous management in the dropdown menu. Anybody having this issue or have any advice? Thank you!
Is there anyway anyone knows how to capture a signature for a ISR or follow-up call through Follow-Up tab?I know we can Sold/Convert but there is no signatures with terms and conditions where they agree to work, any ideas or know of anything?
We need to introduce a system that allows us to distinguish between "OFFICE" and "FIELD" email and phone contacts within the commercial and industrial sectors.In these sectors, certain contacts, such as the Accounting Department or the Purchasing Dep...
