I am curious as what is the best way to track the customers who only prefer the one time maintenance or tune-up option since there is no recurring service for that. There are some customers who do get them done every six months but only want to pay f...
We believe the schedule's functionality could be enhanced by introducing color-coding for paid invoices.Since we rely heavily on the schedule, it would be greatly beneficial if appointments automatically changed to a different color once the job is c...
Wondering if anyone has any ideas on job checklists for large projects. Looking for something that multiple techs can all access to see what all has been done/still needs to be done
Something strange has occurred this week when I wanted to edit an invoice that had not been batched out yet. The pencil icon is completely missing that is next to the task description. The other strange thing is there no longer is an option to add an...
After an install has been completed, I go back to file rebates for our customers. Part of that filing process is to add the model and serial numbers, along with the AHRI number to the invoice. I'm finding now that I cannot do that once the invoices h...
Is there a way to download Photos of multiple jobs at once?
Hello! Not sure if there is a way or if it just needs to be an idea but when we book an estimate into a job, it would be great if it pulled into the job description so we don't have to copy and paste each line into the description?
Is there a way to pre populate the homeowner details on the ServiceTitan web scheduler widget from the homeowner data on our website?
We have a government form that needs to be filled out for every job. Recently, someone edited the form’s conditional logic, which caused errors in several jobs. We've since fixed the form, but the jobs are still showing the old, buggy version. How ca...
I have several property management groups and a few of them have the same service addresses as they purchased from one another. A job was created under an incorrect billing address and I am looking to get that job information transferred to the corre...
