When looking at a job with multiple appointments, they are automatically sorted from oldest to newest. It would be a time saver if all appointments are sorted newest to oldest. We have customers that have years of appointments I have to scroll throug...
We are looking to clean up our job types list so that it's simpler to book jobs. Does anyone have examples of a simplified list of plumbing job types that they would be willing to share?
We have a government form that needs to be filled out for every job. Recently, someone edited the form’s conditional logic, which caused errors in several jobs. We've since fixed the form, but the jobs are still showing the old, buggy version. How ca...
I am new to Zapier, but think that a relatively simple operation is not possible. I am trying to retrieve the text value of customer name, phone, email, as well as location name. All Zapier seems to be able to pull is the numeric ID's of this. I want...
I believe we have like 6,000 customers in service titan. What would be the best practice for printing every invoice for every customer to put in files.
Hi Everyone!I'm not sure if I'm saying this right, but I'm looking to add tasks to certain services we provide. I'm not sure how to go about handling this or if it's even possible. Any information is greatly appreciated.UPDATE: We are transitioning t...
Hi! We have many instances where, on some of our smaller jobs, we sub them out and simply mark up that vendor bill, and so we do not have any managed technician time on the job. I cannot find a way to process this in service titan. I looked at using ...
Two of our technicians have been experiencing difficulty with their mobile tablets loosing notes and not syncing. There have been times where their notes from multiple jobs will get wiped and their arrival and dispatch times will be erased. In the of...
Is anyone else having issues with closing out a job? This just started today (following an update last night). We get an error code that reads: "Sequence Contains No Matching Elements".
We have weekly Production meetings to identify if a Sales person bid a job well (or poorly) in terms of Labor hours OR if our Install Techs were just slow in installing the system(s). So we currently use an Excel spreadsheet to track EVERY job (Insta...
