ServiceTitan Community

esmith · 05-08-2024

In addition to the other improvements in the Spring 2024 Release, the team has published an updated default document template for Service AgreementsService Agreement - ST Default (Spring 2024)How to use the new document template: Navigate to Settings...

esmith · 04-08-2024

Based on your feedback, the team is adding the ability to itemize the exact list of required materials while creating the agreement. This will allow for the most accurate estimation of material costs possible, and will help to feed data to the purcha...

esmith · 01-23-2024

We are exploring different approaches to allow you to create templates for your commonly used visits. Our aim is to make the process of building out visit schedules more repeatable and efficient for your teams.Please review the self-guided prototype ...

esmith · 11-17-2023

Hi everyone - the issue where Task Summary was showing HTML tags in the generated documents has been resolved. (This was also an annoying one!) Thank you all for your continued engagement and feedback.

esmith · 11-14-2023

Hey folks, the ST team is excited to share an enhancement that was released in our 67.1 version: you are now able to backdate the start date of service agreements.Previously, the start date was restricted to the current date (which was a bit of an an...

esmith · 05-09-2024

Thank you as always @dhelms for the feedback - you are correct that the underlying visits component was not improved in the new default document template The team is working on an improved visits component for the summer release - could we review tha...

esmith · 04-08-2024

Hey @dhelms - as always, thank you for the feedback! Two updates: 1. Memo field - as a stop gap measure until we integrate the new Contact Management components, for the upcoming major release, the team has added the Contact's Memo field to Step 2: 2...

esmith · 02-29-2024

Reported this one to the development team, will update on timeline when it becomes available

esmith · 02-29-2024

Business Unit Name is now available as a merge tag in the Template Manager (screenshot from Settings - Document Templates) Please note that this is the Business Unit Name attribute, as opposed to the Business Unit Official Name attribute (screenshot ...

esmith · 02-26-2024

@JeremyRBennett could you please shoot me an email at esmith@servicetitan.com with a link to the agreement where you are seeing this issue? Thank you

ServiceTitan Community

User Statistics

User Activity

Enhancement: Improved Default Document Template for Service Agreements

Feedback Needed: Itemizing materials lists during agreement creation

New Visit Template Approach - Feedback Needed!

Enhancement: HTML issue in Task Summary resolved

Enhancement: Backdating Start Date

Re: Enhancement: Improved Default Document Template for Service Agreements

Re: Service Agreement Contacts

Re: Can we get a Business Unit Company Name Merge Tag (and others) please?

Re: Can we get a Business Unit Company Name Merge Tag (and others) please?

Re: Enhancement: HTML issue in Task Summary resolved