When selling an estimate sometimes our tech will hit a wrong button and
say perform work later. If an estimate is sold via esign it is
automically sold for later. I know if you click the 3 dots next to the
estimate you can toggle it to perform work n...
Our technicians do not have the ability on the mobile app to see how
long they were on a job in order to charge the appropriate labor hours
spent on a job. This is extremely critical for our field techs. The tech
should not be spending time calling t...
I am wondering how others are tackling their Time & Materials invoicing.
We are having major issues with our techs being able to properly invoice
jobs due to the fact that they can't see the timesheet for that job.
Worst case, they should be able to ...
My technicians can not close out their invoices or change the price or
they cant change quantity. This is going on over three weeks and
servicetitan has not resolved the issue nor are they keeping us informed
when this issue will be fixed. This is ve...
It would be helpful if the billable hours tab would calculate the cost
for you and apply it to the invoice automatically. Leaving it up to the
technician may not always be accurate. It would also eliminate 2 steps.
Add a large watermark to estimates. Invoices and estimates look the same
when sent to customers as a PDF. Our Customer Service Representatives
(CSRs) receive multiple calls daily because customers get confused
between the documents. Customers mistake...
Please give an option to my technicians in the field to do a "search
all" when looking for a specific item. My technicians do not always know
the difference between a service/task, equipment, and material... and
honestly, for some items the line is a...
Hey Guys, Not sure if this is available in ST or not. Is there an option
to request a print signature and a signature signature? We have some
techs pencil whipping signatures and want to have a best practice to
prevent this from happening. I think ha...