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...
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...
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...
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...
I would like Service Titan to remove the Yes/No question after the technician sells an estimate. I find that this adds more confusion and added steps than if you simply had the tech request another appointment at closeout.
I would like for My Technicians to be able to Start a Chat(Text Thread) with the Customer Directly from the Follow-Up tab on the mobile side of Service Titan. This will allow them to initiate a conversation/schedule a time to make a call to address a...
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...
We would like the time spent creating an estimate to be recorded on the timesheet for the related job. If a technician starts an estimate while on a job, completes the job, then accesses the estimate through Follow ups, the time is considered "idle t...
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...
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...
