Posts

Suggestion: Sold Hours Total On Desktop Before Estimates Are Sold

Our company and I'm sure others would really like to be able to see sold hours for an estimate prior to booking a job. When a customer calls in to book a job there's a need to be able to at a glance, see how long this job will take so we can get them...

scummings by New Contributor
  • 1062 Views
  • 1 replies
  • 7 kudos

Adding and Removing Tags inside the Project Section Quickly

Majority of our jobs turn into Projects. It would be awesome if we could edit tags in the Project page without having to open each job/appointment one-by-one. It would also be great if we could add tags directly to the Project!

alyssa_d by New Contributor II
  • 1107 Views
  • 1 replies
  • 1 kudos

Resolved! Booked Job Alerts (Technician Related)

It would be great to be able to have a job related technician alert for booked jobs, like there is for the technician booked jobs alert. As of now, you can add technicians and filter it down by job type or Business Unit, but then every tech added wou...

kylewald by New Contributor
  • 1735 Views
  • 2 replies
  • 1 kudos

Unsold Estimates Follow up notes

Having a column for follow up notes that have been logged for an unsold estimate would be super helpful. Kind of like the follow up notes that recurring service events .

megant by New Contributor
  • 1377 Views
  • 1 replies
  • 3 kudos

Cancellation Report

I was working with a live chat agent to find an easy way to view all cancelled and rescheduled appointments. Going through every day and every job to back track is tedious and time consuming. A report that shows all cancelled and/or rescheduled appoi...

majestar by New Contributor
  • 1890 Views
  • 2 replies
  • 2 kudos

Resolved! Schedule Date for Attributed Jobs

A ServiceTitan Customer Support Advocate said I should post this here. We have found that attributed numbers are more accurate than direct booked jobs or calls when looking at campaign performance numbers. We are hoping the Product team may consider ...