ServiceTitan Community

AmyHart · 05-29-2024

Hello! Does anyone know of a report or have the possibility of creating a custom one that can show us which technicians are using estimate templates? We are trying to do some comparisons with closing rates and those that consistently use or don't use...

AmyHart · 02-15-2024

Is there a way to add additional fields to the forms section? We have a form that we would like to be able to see at a glance when the last time it was completed. I am attaching a screenshot here. It defaults to the form name and status. We would lik...

AmyHart · 12-21-2023

I discovered an issue this morning where a customer is showing up in the general search feature but not when searching in the call booking screen. It is not coming up under their name or their address. I tried reaching out to support but have been di...

AmyHart · 11-30-2023

I just had a technician schedule a paid non-job event from the mobile side today. I can't seem to find anywhere in permissions how to turn off the ability to create those. I thought it was only a permission for the office side. Is there a way to not ...

AmyHart · 11-02-2023

Hi Everyone! My name is Amy Hart. My husband and I own and operate a Continental Plumbing Services in New Port Richey, FL which is in the Tampa Bay Area. We have been with ServiceTitan since 2017. I enjoy coming to the community for new ideas and inf...

AmyHart · 12-21-2023

Thanks Miranda. That did work somewhat as the location had been merged to the other customer. I added it back in and it does appear. Now my concern is that the call booking screen does not allow a search for customer name if the location is different...

AmyHart · 12-01-2023

Thank you! I want them to be able to still see it so I'm going to try to leave it as appear only when scheduled for now.

AmyHart · 04-11-2023

We created a tag called Happy Call Complete and have them add that once they have completed it. We can then use that to filter a search on outbound calls.

AmyHart · 11-29-2022

Thank you! That was a much easier shortcut to what I was looking for. 

AmyHart · 09-30-2022

I had to change our capacity recently and sent an email to support@scheduleengine.com. It took a couple of days but someone emailed me back with a spreadsheet for me to update. I sent it back to them and it was reflected on our website with new avail...

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Filter for forms on customer or location page

Help! Customer record is not showing up in the job booking screen.

Technicians scheduling a non-job event on mobile?

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Re: Help! Customer record is not showing up in the job booking screen.

Re: Technicians scheduling a non-job event on mobile?

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