ServiceTitan Community

dhelms · ‎07-24-2024

No idea if this is going to work since Groups were "decommissioned" yesterday (which is a terrible idea): @esmith Given the ST-70 changes and listing Materials in the visit estimates, we need t...

dhelms · ‎05-16-2024

On some of our commercial service contracts, the customer provides us with a PO# to be used on every invoice through the contract term. It is the same PO# for the year. What is the best way to make s...

sjaeger · ‎08-24-2023

...ike a better way of showing the auto-renew on the invoice. Currently, it's a true or false field. I would rather see a conditional logic-type answer. If auto-renew is marked yes, t...

roushk · ‎11-01-2023

I haven't seen this asked so I apologize if it was; I have a handful of customers whose agreement needs to be billed quarterly. When setting up an agreement the only options are time of s...

dhelms · ‎09-16-2023

During the Service Agreement setup process, there is no way to edit or add a summary that populates on the proposal. There needs to be a way to add this for an individual agreement. Maybe it can pre-...

dhelms · ‎09-19-2023

What is the intent for technicians, as far as their interaction within the mobile app, to work with Service Agreements? For example, today with Memberships, they can see the history and future recurr...

dhelms · ‎09-16-2023

When sorting your Service Agreements by Business Unit, the list incorrectly displays the Official Name instead of the internal Name. This makes it challenging the find the BU you are looking for. ...

dhelms · ‎09-16-2023

I need a way to edit, for example, the Visit Name and Visit Window.

asnodgra · ‎08-31-2023

We have a discount associated with our maintenance plans. Everywhere I look it is wanting me to put in a mark up. We mark up each item individually so some might be marked up 10% and others could be ...

ServiceTitan Community

Material Estimates on Visits

Customer PO# on Service Agreement Invoices

Service Agreement Wish List

Service Agreement Billing Schedule

There is no way to customize the summary on the pr...

Field Tech interaction with Service Agreements

Business Unit Visual Bug

Need a way to edit the Service Agreement once it i...

Discounts