When I have my technicians doing quotes, is there a way that a picture or PDF of a vendor proposal can be attached to an estimate without it being attached to the job and possibly being sent to the customer? Is there a place to post sensitive picture...
Hello,I am wondering if there is a way for us to be able to edit a Technicians MOBILE dashboard. I am looking to upload and add a helpful chart for them to be able to use while out on the field. I would like for it to appear in/under the overview tab...
We created a form using Service Titan's build a form to better help communication from our sales team to our install team. Creating the form was very easy. Sales team love it as it is supper easy to fill out all the required information to have a suc...
We are in need of a feature where the forms filled out by the techs in mobile, and are automatically sent, are only sent to the emails on the location page (not on the customer page)We have a few customers that use a billing company that needs the in...
Is anybody having trouble with videos uploaded in the install quote form being white. You can hear them but not see them?
