Posts

Issues from the field

When a crew leader sees an opportunity or problem in the field he/she creates an issue to alert the account and operations manager that action is needed. This issue becomes a chain of emails that alert the original creator of the issue every time a n...

Edit estimate name from mobile

We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location in the title so they kno...

KhianaKlatt by Valued Contributor II
  • 1089 Views
  • 4 replies
  • 0 kudos

Making outbound calls from job history

My guys and I are wondering why we can't make an outbound call to a customer from history? after the job is complete, we can see contact details but can't click the buttons to call. that means a tech that wants to call a customer to check if the repa...

Techs access to turn off job notifications

Often the techs will reach out to us in the office while they are in the field and ask us to turn off job notifications for specific jobs they are working on. It would be ideal if they could have access/permission to do this themselves from the field...

KhianaKlatt by Valued Contributor II
  • 1110 Views
  • 4 replies
  • 2 kudos

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
  • 2057 Views
  • 4 replies
  • 10 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
  • 1955 Views
  • 4 replies
  • 8 kudos