ServiceTitan Community

H_Imbach · 03-17-2023

I have posted an idea of the possibility for jobs on the dispatch board being color coded for easier view of not having to hover over the job to see the tags. There could be a color for most important tag (example: additional tech, ladder needed, etc...

H_Imbach · 03-17-2023

I have posted an idea regarding the technician chat on the dispatch board. May help others as well that don't have the dispatch board on screen all the time to see the messages from techs. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-31...

H_Imbach · 03-07-2023

The link below goes to an idea I posted on the community ideas page. It is in regards to estimates that are emailed to customers. The customer is able to sign the estimate electronically BUT not able to pay when they sign. The way it is set up now, t...

H_Imbach · 09-09-2022

Wanting to see adjustment invoice notes from the original invoice instead of clicking on the pencil

H_Imbach · 03-23-2023

I just started the shifts on the "schedule" and the schedule shifts does not sync with the dispatch board so whatever is added as a shift on the scheduling tab has to be added again on the dispatch board - in order for the techs to see it on their en...

H_Imbach · 03-16-2023

i have been seeing a lot about "scheduling engine". Is this in service titan to utilize or is it additional?

H_Imbach · 03-16-2023

I use the technician shifts under the "schedule" tab but at this time, anything put on the schedule tab will not be able to be seen by the tech due to the schedule board and dispatch board not being synched together.

H_Imbach · 03-09-2023

We don't require a payment before work is completed. We collect at the time of completion but if the customer wants to pay a deposit or full amount before doing the work, we do accept that. For the estimate invoices that get emailed to the customer, ...

H_Imbach · 03-08-2023

If an invoice is emailed to a customer they have the option to pay through a link but the payment link isn't on estimates that are emailed to customers. I spoke with a chat representative and they informed me that this is not yet an option for estima...

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Re: Highlight On call tech on Dispatch Board

Re: schedule engine

Re: Highlight On call tech on Dispatch Board

Re: Estimates via Email

Re: Estimates via Email