Hello, we are wondering the best practice for when a technician has completed a job and a customer calls back and wants to ask the tech a question about an estimate/invoice. We have been creating an additional apt stating "Please call customer regard...
Has anyone else ever accidentally clicked "Select All" and has a moment of dread as you see you mouse automatically be over "Delete Selected"? It would be nice to change the order so we aren't in danger of double clicking and deleting all the photos ...
Hi, when booking another appointment for a job that is closed that we need to return to it and there is no charge to the customer. Why is it that when we put in a non-charge job event code the techs are still able to put in their hours and it shows u...
Curious to see how everyone handles sales commissions.
First-time fix rate is one of the 14 Field Service Performance Metrics that ST recommends companies track. How do we track this? Is there a report ST has built that will calculate this metric? I can create a report using certain variables, but I have...
Good morning, we are in the process of converting to Service Titan from Desco. I was curious we have an auto summary that we used on our old system, that would be put on the customers invoice automatically if they had a maintenance visit done so the ...
When you add a pdf to a job, customer, or location, they are not very easy to spot. If you are not looking for them, you can easily miss them. Why can't we have thumbnails in the files section or even add them to the Photos and videos section? It can...
Hi! Is there a fix in place or workaround for the Calculate button to re-calculate the price of a service within the Estimate tool when a material or equipment has been remove / replaced? My team has tried multiple options, but the dynamic pricing is...
I'm wondering what the options are for automatically adding tasks/materials/etc. to invoices on jobs when they are scheduled. I'm specifically hoping that there are methods to automatically add tasks to Prevailing Wage jobs when they are scheduled, b...
We try to send the same technician to the customer so the customer seems the same tech. But same times that isn't possible. It would be handy for them to view the history and notes from previous jobs.
