Hey Everyone,I would like to see what best practices are out there to deactivate customers who have moved out of our service area. We have a list of them that we want to make sure to remove from any marketing, however, we still want to hang on to the...
As we know, the 'Customer' is who is being billed for the service, the 'Location' is where the service is happening, and ST only allows a Location to be linked to 1 Customer profile. However, we have multiple situations where there are 2 different pa...
What would be PHENOMONAL is if we could have a little sandwich icon to reconfigure the order in which contact methods are displayed. Often times we have project managers, property managers, and/or landlords with multiple numbers. Having the priority ...
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?
