Posts

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
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  • 1 replies
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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
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  • 5 replies
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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
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  • 5 replies
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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
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  • 7 replies
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How to organize customer/location profile notes

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 ...

KhianaKlatt by Valued Contributor II
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  • 2 replies
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Resolved! Real estate company customer/location records

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...