Posts

Project Tracking

Does anybody have any workarounds or workflows to track projects status? We're not an HVAC company or anything, we do projects such as building outdoor spaces like patios and water features. Some of these projects are 2 days and some are 4 weeks long...

codybumpus by New Contributor III
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  • 5 replies
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Project Overview Feature Request

Not sure if this is the place to request this, but it would be great if either the project overview page was updated, it was possible to customize the layout, or generate a one-pager report.Ultimately what I'm looking to do is to have information tha...

codybumpus by New Contributor III
  • 972 Views
  • 2 replies
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Resolved! Customer Job Completion Surveys going out at 1:17 AM?

This morning we were notified by an angry customer that a Job Completion Survey text went out to them at 1:17 AM (6/27) ... for a job that was completed on 6/24... I saw other similar posts in ST Masterminds and was wondering if ST could confirm this...

thomashogan by ServiceTitan Certified Administrator
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  • 4 replies
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Resolved! Non-Job appointments

Is there a way to add non-job appointments to the projects page such as scheduled inspections without booking it as a job with a managed tech?

pawelbankowski by ServiceTitan Certified Administrator
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  • 4 replies
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