We have only been using Service Titan for a year, so we are still learning where/how to find a lot of info. I need to be able to print a work history report for a client that shows job history at one specific location. Bonus points if I can edit/refi...
When you make a payment, it just shows "visa" We have customer with multiple cards on file and if they call and ask which card we ran, we have no way of telling. I would like to see if it would at least put the last 4 of the card so we can tell which...
Does anyone have a workflow for keeping track of jobs, that are still in progress but you are waiting on material that you had ordered? We do not use the purchase order feature in ST. We have a number of jobs that after the first appt, we need to ord...
Hello, It would be very beneficial to add a Work Order# field next to the Date field in the Work Order PDF file. This number will correspond to the Job#. We complete more than one services on the same date at the same location, so property managers a...
Good afternoon!I no longer have access to Automatic Invoicing and wondering if anyone else is experiencing this?It's not in a setting or my feature configs.
How can I run a report that shows all open jobs, sorted by project manager?We are still getting our project managers to create Projects for new Jobs. I want to know what each PM's workload is before I meet with them individually. Thank you in advance...
Trying to confirm a theory about cancelled jobs. I believe that if a job is assigned to a non-managed technician, then it doesn't count toward our cancellation rate (at least in the Call Center Performance Legacy Report). The reason I think this is b...
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 ...
Where would I navigate to add a sentence to the fine print writing where customers sign estimates/invoices?I would like to add something about permits. Example of what it currently says-I find and agree that all work performed by Coates Plumbing Inc ...
What are your best practices for tracking Job Types with various different types of services performed on the same appointment? For example, a customer calls in and they have two separate issues; 1) Garbage Disposal Installation and 2) Toilet Repair....
