Posts

Invoicing

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?

allisonc by New Contributor II
  • 1573 Views
  • 7 replies
  • 2 kudos

Changing the position "Delete Selected" After Clicking Select All

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 ...

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normdell by New Contributor
  • 680 Views
  • 1 replies
  • 1 kudos

Why can't we have thumbnails for pdf files? ((NEEDS VOTES))

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...

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Viewing pictures on active job

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...

MattUHC by New Contributor
  • 601 Views
  • 1 replies
  • 0 kudos

Can you add company logo to proposal templates?

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...

ladams76 by New Contributor III
  • 1097 Views
  • 2 replies
  • 0 kudos

Location information

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...

ls-doug_ by New Contributor
  • 671 Views
  • 1 replies
  • 1 kudos

Automatic invoice emailing - send estimates and pictures too

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 ...

ALockington by ServiceTitan Certified Administrator
  • 805 Views
  • 1 replies
  • 8 kudos