User Activity

Hi Everyone,We are looking for an effective & efficient way to have a location-specific note placed on a location record that will automatically populate in the job summary. Case use - we have a large HOA community we do a lot of work in that has ver...
Is there a way to, on the location record screen, where it lists "Calls" the calls could be assigned to the agent's actual name instead of their user name? When agents use the ServiceTitan generated username, it is not specific at all to who the agen...
Is there a way to limit the technician's ability to dispatch themself for a job unless it is scheduled for that day? We have had an issue where techs are reviewing their first call for the following day and on occasion will mistakenly dispatch themse...
Hi team,Is there a way for a marketing campaign to "stick" to a customer record by default but can be manually changed? We currently use both "Marketing Campaign" as well as "Lead Source" and "Lead Source Employee." We would like to be able to determ...
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