Is there a way to send an email to customers with updates on a job that is not complete without doing it through the invoice? This is for constructions jobs that are not complete and the GC and our project managers are wanting to be updated on what t...
Looking for workflow to move a piece of equipment to a new location. SAME owner. Client moves and wants us to uninstall at old house & reinstall at new location. I'm thinking best thing is just one job and editing the location address after the move ...
Good Afternoon all,I am having an issue and am not exactly sure what to search for. We had a job that was marked completed which is was not completed. It would not allow me to mark it as uncompleted. I was able to add an appointment but when I went t...
We are working with a customer who will need all of the jobs performed at a specific location either printed or downloaded. Support stated that there currently is not a setting where this is possible, and that each job would need to be accessed in or...
Hi, Would like to add alert for when a tag is added to a job. This would be very helpful for us when our warehouse adds "Parts Ready" and we are alerted in real time to schedule the job with a customer. We have tag reports set up to be sent out every...
For companies that have technicians who's work would fall under multiple labor types, it would be a great improvement to efficiency if labor types could be assigned in more places then just the technician profile or on a completed time sheet. Ideally...
I see a few customer's get service when they are still owing money.Can you design the Dispatch board to freeze an account for a job after they have booked a job and then fall behind on their account?Example:Customer calls and books a tune up for June...
When we order parts from an approved estimate (requisition them) and then when we receive them in, in terms of what Service Titan links the job to, what is the difference in booking the job from the estimate as opposed to just adding an appointment t...
Is there a setting that can be applied to each job that a tech has to upload site photos before closing out and dispatch to the next job?
i think it would be a great idea if we could control when the non-job events(blackouts) are visible to the techs. Sometimes they dont need to see what is there for 7 days in the future. they just need to know the day of. If it had an option on it to ...
