Posts

Mobile Tablet Loosing Notes and Job Details

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...

Issues with closing out a job

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".

thaggerty by New Contributor III
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Resolved! Production Analysis

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...

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alemke by New Contributor II
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Job History By Location - Report For Customer

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...

Payment

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...

Resolved! Keeping track of jobs that we ordered material for

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...

Add Job# in the Work Order PDF

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...

dkote by New Contributor
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Automatic invoicing nowhere to be found now?

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.

MirandaMel by ServiceTitan Certified Administrator
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Job Reports

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...

emmabrda by New Contributor
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Jobs on Non-Managed Techs Don't Count Toward Cancel Rate?

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...

jesjayhaz by New Contributor II
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