ServiceTitan Community

UptackService · 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...

UptackService · 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...

UptackService · 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...

UptackService · 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... ...

UptackService · 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 ...

UptackService · 05-25-2023

We also believe there should be a method for reassigning an estimate to a different job. Or another choice might be to duplicate the estimate with the ability to reassign to a new job number.

UptackService · 05-17-2023

I absolutely agree! We should be able to resize the columns and they should permanently stay in place.This is an obvious bug fix! The trick is getting management to take action!

UptackService · 12-23-2022

The Report is helpful. Although would rather see global functionality enhancements added to everyday tabs of the software. I prefer not to have specialized reports for everyday tasks. Work-a-rounds should not be the answer.

UptackService · 12-23-2022

You will have to be more specific! I do not see the report which includes parts.

UptackService · 07-29-2022

Everybody is on the right track for improving search! My thought is to create a static custom views which would be available in the upper left search box or your Google drop down box. Hopefuly it could include 10 commonly used custom search views. Cr...

ServiceTitan Community

User Statistics

User Activity

Customer Portal and filtering viewed invoices

Searching for ordered parts on Purchase Orders

First Names when addressing clients on personal communication,

Invoice Email Confirmation

Archive / Sunset a technician but leave history on dispatch board

Re: Is there a way to move a sold estimate to a different job? Another dispatcher booked a manual jo

Re: Pricebook Column Width

Re: Searching for ordered parts on Purchase Orders

Re: Searching for ordered parts on Purchase Orders

Re: Create a Search Bar