ServiceTitan Community

Sarah_Morales · 08-15-2022

We are used to having a 2nd line for Contact information especially when dealing with a Commercial Property. The Location &/Or Billing will Read:Company Name: ABC CompanyCustomer Name: Michael JordanThis way you can search for a customer name not jus...

Sarah_Morales · 08-15-2022

I have 3 Suggestions on this tab:1)- please fix the glitch that allows employees to view batches even when their permissions say they cannot view batches.2)- When bypassing an export- please mark that batch as "Bypassed" vs. "Exported" so that we can...

Sarah_Morales · 08-15-2022

YES!!!! There are thousands of parts in the plumbing world and we only have about 500 or so listed in our Price Book. We end up using MISC or CUST as code with a detailed description of the material, but when they customer and the tech look at the Ip...

Sarah_Morales · 08-15-2022

Yes!!! Our old system had a way to copy a billing and service location and then make small edits like changing of a Unit number and tenant phone number for an Apartment Complex without having to type it ALL OVER AGAIN.

Sarah_Morales · 08-15-2022

YES!!!! I spend my Monday's searching for duplicate customers from my on call plumber on the weekends. We have quite a few management companies and they call all the time on the weekends with a new location to service, and my tech cannot add a locati...

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2nd Line for Contact

Accounting Tab Access

Re: Material Name instead of Material code on invoices

Re: Option to copy new billing info and service location info

Re: Mobile app should allow an option to add a new location to an existing client.