Posts

Techs automatically clocked out for the day

Since the latest update, we are having an issue with some of the techs being automatically clocked out for the day when they mark their last job as done. Our company pays for drive time so we have the techs manually clock in and out, as well as dispa...

PDF Form Smart Fields - Discounts and Rebates

Has anyone figured out a way to add a smart field to a PDF form (that's uploaded, not a ST form), that will pull the total discounts/rebates for an estimate that we can include on the contract? These are standard ST fields, so seems like this should ...

swilliams by New Contributor
  • 210 Views
  • 1 replies
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Hide Prev. Technicians Name

Hey guys! Sometimes I deal with petty technicians who love to make the life of a dispatcher a little difficult. As much as we would all like guys just to go out and service the client without questions/pushback, well we don't live in that perfect wor...

Ashley101 by New Contributor II
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  • 5 replies
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Resolved! Appointments

Is there a way to add requirements to an appointment outside of a form for the "job". If they are on an install before they close that days appointment out they are prompted to put daily notes in or check specific items during the install for quality...

acaroluzzi by ServiceTitan Certified Administrator
  • 391 Views
  • 2 replies
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Office to be able to pause jobs

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-105 Found this idea and would love to get it some traction! It would be nice for office staff to be able to pause jobs as sometimes there are issues on tablets/internet...etc...

MirandaMel by ServiceTitan Certified Administrator
  • 413 Views
  • 3 replies
  • 3 kudos

Resolved! Forms Categorizing Forms Like Services and Materials

I would like to see the category system that is applied to services and materials applied to forms. It would make it easier for the techs to find a form. Right now they have to scroll through a list a mile long for them to find the one they may need.

CGS by New Contributor
  • 763 Views
  • 1 replies
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Smart Form: Job Completion Checklist

Looking for an HVAC Install Job Completion Checklist Smart Form which pre-populates customer and job info. Does anyone have one they are willing to share?

Jordan by New Contributor
  • 461 Views
  • 1 replies
  • 1 kudos

Uploading Forms

I'm attempting to upload forms to ST that are the correct file type and even show up in the preview when I upload them they say that they are successfully uploaded but they never appear in our list of forms.Anyone ever experienced this??If no has I'l...

spetrie by Contributor II
  • 1026 Views
  • 3 replies
  • 2 kudos