Currently we can only text with a customer from the dispatch board. We
would like the ability for our techs in the field to send daily updates
and photos via text from their job page to their customers.
Has anyone else ever accidentally clicked "Select All" and has a moment
of dread as you see you mouse automatically be over "Delete Selected"?
It would be nice to change the order so we aren't in danger of double
clicking and deleting all the photos ...
When you add a pdf to a job, customer, or location, they are not very
easy to spot. If you are not looking for them, you can easily miss them.
Why can't we have thumbnails in the files section or even add them to
the Photos and videos section? It can...
Recently my techs have been having an issue where they cannot view
pictures uploaded previously to jobs until the job is closed. A
ServiceTitan rep told us that is an intentional feature? Is this really
the case? The pictures are much more valuable w...
We have created several estimate templates and proposal templates but
they seem to be lacking a couple of areas. I can find out how to add our
logo so when the customer looks at our proposal or we email them a copy.
it does not say our company name o...
When in old location and looking for invoice summary information there
was an information icon to view this details.Now with the new version
when you need to view invoice summary you need to click on job number
then open the invoice.Makes it a long p...
We just turned on the feature of automatically emailing invoices.
However this feature does not automatically send any estimates built or
pictures that are attached to the job. So our techs need to send another
email anyway if there are estimates or ...