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Posts

Replaced equipment still visible

When we replace equipment, the replaced equipment still shows up as a gray tag on the dispatch board & location. Is there a setting or a process to follow so that only currently installed equipment is listed? Or something we can do without deleting t...

SandraY by ServiceTitan Certified Administrator
  • 1791 Views
  • 2 replies
  • 1 kudos

Resolved! Technician Business Unit

It is required for implementing capacity planning to have technicians assigned to a business unit but when I go into tech settings, there is no option to select a business unit? Is there a different place where this is done?

tania by New Contributor II
  • 3791 Views
  • 5 replies
  • 0 kudos

Y'all give this idea the votes it deserves!!!

I was about to create this idea but it already exists and only had 6 votes!? I'm assuming a lot more people are frustrated by this please go vote I'm so tired of having this conversation with customers!! COMMUNITY-I-1874 Request for cc & bcc fieldsPl...

RandiThompson by ServiceTitan Certified Administrator
  • 1691 Views
  • 2 replies
  • 8 kudos

Smart Fills for PDF In Adobe

Why is it impossible to get a "how to" on PDF smart fills on Adobe Acrobat? I have used the smart fill codes provided in the help section on my form in Adobe and when its uploaded to the form section, and I open it in the job, its blank, not even fil...

Preferred Technician Except the Opposite

While it doesn't happen often, we recently received a request NOT to send a specific technician - I'd like to put a note in the customer record so they don't have to mention this every time, but I don't want the note visible to be technicians. We'll ...

sanapol by New Contributor
  • 2179 Views
  • 2 replies
  • 1 kudos

Resolved! Purchase Order

Hello,I am hoping someone can help me find information on how to track and manage purchase orders from ServiceTitan. I am not sure if it is possible to do so, but if it is, I would love to learn how to do it. Thank you.