Can we please bring back the ability to adjust the notification setting for the same phone number or email on both the customer & location card? Can we also have the same option when we change the tag label for a specific phone number or email? Servi...
Is there a way to add additional fields to the forms section? We have a form that we would like to be able to see at a glance when the last time it was completed. I am attaching a screenshot here. It defaults to the form name and status. We would lik...
I have noticed today that any new address I enter is not found and I have to end up entering it manually. Anyone else noticed this?
Stop forcing your ServiceTitan clients into 1 method of doing things!We leave the contact fields on the location pages blank on purpose and now you are forcing us to fill in information I do not want filled in!We call People, Not Houses! We put the c...
Does anyone else have loss of information when batching/exporting invoices/payments. The service location no longer creates or matches invoices to that location. It puts everything in the parent company. It doesn't carry over payment terms. email add...
The latest update is cumbersome for our office staff. It takes more clicks to verify valid phone numbers or email addresses on accounts, where as previously we could see those things at a glance. Very inefficient for busy days.Ideas?
I HATE the new update with the Flyout Customer Edit, Location Edit, and Create Customer with a passion!!!So many more steps and more confusing than the old way.Can't change phone 'type' from landline to mobile, in case it was saved wrong. We were abl...
When you have a customer profile with for example 25 locations its very hard finding an invoice for a specific location.Can we add a tab under invoices on the customers main profile, or can we under the specific location have the invoices tied to tha...
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 ...
