I feel that there has to be a way to use the task manager for tracking
your progress throughout a jobfor instanceI create a solar or generator
install projectas soon as I create that project certain tasks should
populate such as Get customer NOCSubmi...
Good day! I have been seeing an issue with the equipment tab where I
believe things could be much better for the field techs and it could
potentially help with sales and organization of the customer’s
equipment. Currently on the equipment tab you can...
It would be nice if Alerts could be built from the ground up rather than
some canned fields. Specifically I support some back office accountants
and they would like Project related alerts that include Project #,
Customer Name, Amount Invoiced for a p...
Hello Service Titan team,We would really benefit from being able to have
any attachments, ie. pictures and other notes, from the estimate
appointment to the new booked job. This is a really big failure for us.
When the techs in the field go to the jo...
Hi, we are sending Estimates to Jobs from our application using the API.
I have 2 questions:1. Can we set any field to indicate on the Estimate
that the fields should be taxable? or is that something that can only be
done when creating an Invoice?2. ...
Hi guys, I was curious to see how everyone was job-costing within
Service Titan when it comes to a salaried technician since Service Titan
does not have the salary-based payroll. The only workaround we can think
of to show on the job costings is to w...
It would be great if on the Project page there was a full
material/equipment breakdown. There's places to access it such as the
invoice etc. but parts could be spread over multiple invoices or the
same item could be on two separate estimates for two ...