Posts

Mobile app. Looking up customers and old jobs/ new jobs.

I'd like my guys to be able to look up and call customers/ be able to see jobs that they were not necessarily assigned to. I keep running into situations that a job is estimated but not necessarily booked. I would like one of my leads to call the cus...

Take Deposit in Mobile Followup

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2124We have our technicians use the mobile follow-up heavily, but unfortunately, if they get a hold of the customer and the customer agrees to move forwa...

AdamCronenberg by ServiceTitan Certified Administrator
  • 645 Views
  • 4 replies
  • 8 kudos

Better Follow-up differentiation for techs in mobile

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2118It would be nice if at the end of a job, Service titan prompted a tech on how they want to classify any unsold estimates still open when the job is c...

AdamCronenberg by ServiceTitan Certified Administrator
  • 523 Views
  • 4 replies
  • 5 kudos

option to set a reminder under a customers job order.

Id like to see a (set a reminder) button near the note, and take a picture buttons, on the mobile app. This would be useful in jobs that require a follow up, example: i have a job requiring a call to customer service, but they are closed today. i wou...

ernie_t_ by New Contributor
  • 438 Views
  • 1 replies
  • 2 kudos

Resolved! Technician Two Way Chat

Question: Do they have to be on the job to chat or can they chat any job they have permission to see? Hoping that my salespeople can chat with their follow ups.

JessicaSmith by ServiceTitan Certified Administrator
  • 1202 Views
  • 2 replies
  • 0 kudos

Why can't a tech unsell an estimate from the field?

A tech should be able to unsell an estimate from the field. Obviously if the work has been booked to another job they wouldn't be able to, but this should be a permission-based setting that techs have access to.