ServiceTitan Community

Text Records on Customer File

Suggestion: Have a section on the customer's page that shows us what types of promotional messages have already sent to the client. Marketing pro allows you to quickly see what types of email notifications a client has been sent. Having this same fun...

Easier Delete option

Is there a way that we can add a delete "trash can" next to the recurring events? to open each one individually to delete after they have been completed or expired is so annoying and time consuming. If there was a simple delete can for each one that ...

How do we mass book recurring maintenances? We have customers with 3/4 maintenance on different pieces of equipment each month and our dispatch group is about to rip out their hair. We need to find a way to mass book recurring services.

Wouldn't it be better to have the order reversed on the "Scheduled Appointments" screen from, First Booked Appointment First, and change it to, The Most Recent Appointment First? For us it be way better as we have jobs with MANY APPOINTMENTS NEEDED.

Under "Scheduled Appointments"It seems it would be best if the "Scheduled Appointment" order was reversed.We have an ongoing job which currently has 59 Appointments booked.This job will end with approx. 150 Appointments.It certainly seems it would be...

When a tech is on a job but needs to leave to say go to the supply house, how do we account for that since the supply house is not a dispatchable option unless it is made an appointment. If my tech puts the job on hold, then he can no longer see the job.

Did anyone else know that you have to create a Bill (we are on Sage) for PO's to show up on the Project Actuals?