Idea: COMMUNITY-I-786Instead of adding multiple new fields on the
Customer/Location pages to get a contacts information (office #, cell #
email, fax, etc) which makes the pages a mess, Give the ability to
create a Contact Card. On that card, you can ...
needing to add multiple of the same material to an invoice, my
technicians have found that it is easier and faster to not click into
the material to change the quantity. Ins...
would be helpful to be able to see the AR balance (credits/amt due) per
service location instead of the customer on the call screen/location
screen. It’s hard to deter...
again (last one for now, I promise!!)Estimate/Invoice template control.
We need the ability to customize what shows up on the
estimates/invoices, and to eliminate the massive amoun...
another one! (I'm full of ideas!) Contact Cards! The current contact
system, quite frankly, sucks. Having independent fields with just a memo
to let you know anything about it cause...
https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-755 I have
one I've been wanting since we started on ServiceTitan. Being able to
see the account balance for a Location.Being a pool service company, our
Customers tend to be property mana...
I was a tad confused by this at first, since the Edit RS screen has the
options to set the arrival window and the start time. We set these when
we create the RS, and when booking on the FollowUp screen, just click
all and book. (we have our least com...
Hello, All! It's high time I get my butt a bit more involved in the
Community!1. Pool Service and Repairs2. Myself: 6 years ( I come from a
software development background)My company: operating since 1990!3. Mine
would be the integration between ST a...