Posts

Adjusting Notifications & Labels for Contact Information

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...

angelpham by New Contributor
  • 391 Views
  • 1 replies
  • 4 kudos

Filter for forms on customer or location page

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...

Screenshot 2024-02-15 at 12.15.06 PM.png
AmyHart by ServiceTitan Certified Administrator
  • 456 Views
  • 1 replies
  • 0 kudos

Is there a bug with Addresses?

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?

Miranda by ServiceTitan Certified Administrator
  • 1327 Views
  • 5 replies
  • 0 kudos

Loss of information when batching/exporting.

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...

sheilaj by New Contributor II
  • 1254 Views
  • 5 replies
  • 0 kudos

Update is cumbersome

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?

dayphc_g by New Contributor II
  • 1544 Views
  • 8 replies
  • 0 kudos