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...
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...
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...
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... ...
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 ...
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
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...