Does anyone know if there is a report that I can run to get a list of all the customers we have served year to date? So far all I have been able to find is customer list, which turns back a list of every customer in our system and not the customers t...
Hey ST Group - we had a concern come up during our managers meeting where we find ourselves in a pickle where a customer canceled a job they are financing, and provided no "like cash" deposit. This typically happens when a job is scheduled out. It's ...
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...
Hello! We always notify our techs and managers of certain job tickets that are booked, directly after we book them. To do this we send out the job details by clicking on the technician and selecting that option. On job tickets there is a dispatch all...
I would like to change the order that the custom fields appear on the job screen or any other place we use them. I want to change the order so the fields match our workflow. I have tried numbering them and that did not work. Any suggestions? If not, ...
Is there a way to designate a lead technician on a job? We are creating scheduled report of open jobs by technicians. Currently when there are multiple technicians assigned we are not getting actionable data. Thank you in advance
Hi! New member here...Is there a way to see when a job was created? For example, if a call comes in today but requests to be scheduled for the end of the week, can I see "Date Created" TODAY, Start Date: END OF WEEK, End Date: COMPLETED DATE. When I ...
I have created an idea to add a field to estimates that will allow us to add external files to the estimate so you can send a spec sheet with the estimate when emailed to the customer. If you would like to vote or discuss, its here https://ideas.comm...
I need a report that will return all jobs of specified types with no recurring service associated. I propose two new fields:- Has Recurring Service EventIs a simple yes/no on whether there is any recurring service associated with the job-Recurring Se...
When a user is granted permission to "Access all tasks and subtasks", they automatically get the ability to create, delete or modify tasks (including those tasks created by other users/departments) for jobs. Without this permission, users are unable ...
