ServiceTitan Community

pblwayne · 02-07-2023

https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2569 Currently, when processing membership invoices, the invoices are created using the system default settings, completely ignoring the payment terms set on the customer. This is horrible...

pblwayne · 01-27-2023

https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2745 I submitted an idea to address a short-falls in the Route Optimization feature on the dispatch board. Please give it some love and feedback!

pblwayne · 01-27-2023

https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2745 The 'Route Optimization' feature on the dispatch board needs some love. I've linked an Idea I made for it.

pblwayne · 12-01-2022

After the update, we found that our Opportunity and Estimate Follow Up has a broken link for the Estimate ID. Clicking on the Estimate ID results in an "Action Cancelled:: Error" message and a black screen.We have a work around, as the Opportunity ID...

pblwayne · 11-10-2022

Idea: https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2227When 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...

pblwayne · 10-13-2023

Yes. When the setting is turned on, both the invoices and the estimates will no longer show the item code. Instead, it will show a line number (1st item will be 1, 2nd item will be 2, etc).

pblwayne · 08-23-2023

Contact your CSM (customer success manager). There is a setting they can toggle to hide the code from the invoices. It is not available for us users to switch.

pblwayne · 02-07-2023

https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2569 Here's the direct link to the Idea. Everyone really needs to upvote this. Using the system default payment terms when creating membership invoices is horrible. We set the payment term...

pblwayne · 01-27-2023

Items the need to be addressed in the tables (from my point of view)Customize the order of the display columnsCustomize the display columns so users can see the columns they need, not the ones they don't.Be able to customize and save the width of eac...

pblwayne · 01-27-2023

Agreed! It's a nice 1st step to redesigning the customer/location pages (those tables are super nice!).Items the need to be addressed in the tables (from my point of view)Customize the order of the display columnsCustomize the display columns so user...

ServiceTitan Community

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Membership Billing & Payment Terms

Route Optimization Idea

Route Optimization Idea

Error in Report after ST update

Mobile Invoicing - Material 'Add' button to increase Qty, not add another line item of Qty 1

Re: Material Name instead of Material code on invoices

Re: Material Name instead of Material code on invoices

Re: Payment Terms - Membership Billing

Re: ServiceTitan’s Customer & Location pages have a new look!

Re: Ability to Move Column Headings w/new update