Recently, there was an update regarding the Payment Terms Field on the Customer Pages. While having payment terms listed on Invoices, along with Due Dates, can be good, there are many of our Customers that this does not apply too. There is no way to ...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3839Just an idea I had as when we are experiencing issues, many companies reach out to facebook or here on community to see if others are experiencing the same. It would be wonderfully transp...
Please move the "Merge Customers" out of (Settings -> Tools)It's separate permission, but if I want to give someone other than a manager this permission, we also by default have to give them the option to go to settings where they can see employees, ...
We know how to send an e-sign for estimates but how do you set up e-sign for invoice signatures. Some time we have technicians perform larger work and homeowner/customer not on site for signatures. We have e-sign set up for estimates and are looking ...
It would be really nice to be able to move the column headings for different things on the new location/customer screens. For example, on the Equipment area - We can't see our tags or memos or warranty information without having to scroll the bar ove...
Hey Everyone, does anyone know if you can change the theme in Aspire to Dark Mode?
In the employees section under the people settings, it would be incredibly helpful to have the phone number column like how it is for the techs. Or the option to modify the columns in that section. OR, it would be great if there was an easy way for a...
Have some spooky fun with your techs and customers by swapping out their profile picture on Halloween! Join our CSR / Dispatcher Community Group for more great ideas! Halloween Technician Profile Pics!
What steps need to be taken in order to Deactivate or move a Tech to Unmanaged? I am trying to Deactivate a Tech but I am getting - Error: Cannot deactivate technician as it conflicts with managed-technician rules. I am not sure where to go in order ...
Hi there! I recently posted an Idea in the community, and also wanted to try to get a little more traction on it by posting a discussion here!Did you know that if an employee user has the 'Access Settings' permission, that they have access to edit se...
