Hi Ya'll! We are running into a bit of a problem trying to have the
techs fill out an HVAC checklist form when they are on an install job.
We put a trigger on it for “when close out button is tapped” but it
still allows them to fill out later and the...
With the newest update, there was a checkbox for "Needs a timesheet?"
added to the new event settings. We use 1call dispatching, so our techs
can only see one job at a time. With this we use events to let staff
know if they need parts for a later rep...
Is anyone else having issues with their techs complaining of issues: a)
not being able to properly log in to service titan due to being met with
a blank screen? Restarting, closing the app, etc. does not work. The
only fix is uninstalling/reinstallin...
It would be awesome if service titan had a feature where customers were
able to sign estimates through the estimate portal. Allowing them to
accept sign, and date an estimate and it still converts to sold and
notifies the office to schedule.
I am being told by Service Titan that this is not an option at this
point. We have forms that we attach to non job events that our
technicians fill out in the field, such as vehicle maintenance reports
or safety training that is done virtually. It wo...