ServiceTitan Community

H_Imbach · 06-28-2023

Would it be possible to add an option on the side menu for the history of notes on a customer's account so they don't build up on the customer/location page?Purpose of Idea: instead of deleting notes from the account, they can be placed in a folder o...

H_Imbach · 06-27-2023

Would it be possible to add an option on the side menu for the history of notes on a customer's account so they don't build up on the customer/location page?Purpose of Idea: instead of deleting notes from the account, they can be placed in a folder o...

H_Imbach · 03-29-2023

I have created an idea regarding forms. Please see link below to view the details and to vote.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3291

H_Imbach · 03-27-2023

I posted an idea of possibly being able to see the "Special Instructions" of the job on the pop out screen instead of having to go to the actual job page. You can click on the link below to vote for this idea. https://ideas.community.servicetitan.com...

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 · 09-17-2024

When in the job, click the pencil next to the bill to/location address and change it to the correct address. The job will then go under the correct customer/location.

H_Imbach · 09-04-2024

You can also set specific questions for different job types you select when scheduling: When we click on "diagnostic", we automatically have questions generated in the job summary (filter last changed, air flow, system running) or if we use "warranty...

H_Imbach · 07-23-2024

How many systems are in the location? Where the indoor unit is located inside the home? Who to call when on the way?

H_Imbach · 01-03-2024

From my experience these notifications are still missed because they only pop up in the corner of the screen for a few seconds. There have been multiple times I have missed important messages on the dispatch board and the CSR has to inform me the mes...

H_Imbach · 08-04-2023

I previously asked a chat representative how to change the order and there is no way to change it

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Re: Job Created under incorrect customer account

Re: Custom Fields when scheduling...

Re: Custom Fields when scheduling...

Re: Messages from technicians on dispatch board

Re: Can we change the order that the custom fields appear in?