UptackService
New Contributor II
since ‎05-07-2019
‎12-05-2023

User Statistics

  • 13 Posts
  • 1 Solutions
  • 0 Kudos given
  • 15 Kudos received

User Activity

Customer Portal and filtering viewed invoices

03-09-2023
Presently in the customer portal all completed invoices can be seen. The problem is..... there is no time for administration to review the invoices and make corrections when the technicians are completing the jobs in the field. We would like the abil...

Searching for ordered parts on Purchase Orders

12-23-2022
The problem is: Trying to quickly find parts which have been ordered in history.Under the Purchasing TAB / Purchase Orders or Under Search / Purchase Orders.... Both have filters. There should be parts filter option added. This way you could find all...

First Names when addressing clients on personal communication,

07-21-2022
Addressing customers in personal emails I always try to use first names. The service business is personal!Service Titan always inserts the full name into commutations which requires a manual change. Reducing manual adjustments are extremely desirable...

Invoice Email Confirmation

07-21-2022
We have an unacceptable amount of email invoice recipients which say they never received there emailed invoice.It would be very desirable we could log if they have opened the invoice and the date/time (similar to the estimate program). Better yet... ...

Archive / Sunset a technician but leave history on dispatch board

07-21-2022
Yawl should want this...Once a technician is terminated or leaves we would like to remove them from the dispatch board choices. Although we would like to retain the dispatch board appointment history. We should have a preference in the employee file ...
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