Wouldn't it be great if you could send pictures and documents like estimates, permits, etc to customers via the text/chat feature in ST from the office and mobile app?! We have customers often that do not want to provide an email address, they prefer...
Hello Service Titan team,We would really benefit from being able to have any attachments, ie. pictures and other notes, from the estimate appointment to the new booked job. This is a really big failure for us. When the techs in the field go to the jo...
I spent days troubleshooting this topic after feedback from a customer. I have confirmed by testing that E-sign links sent to customers do not work if we close out a job. However if you reopen the job/appointment the original e-sign link will work ag...
Hello ST Folks!On the office side we cannot sell estimates to be completed now, into the same job it was created from for a technician. Estimates from office can only be booked into a new job or existing job (other than the one in which it was create...
Hello, We have an issue with tracking our recurring service appointments opportunity conversion rates. We are hoping to be able to conditionally have the non-opportunity box checked when necessary, here's the scenario;Customer has 5 recurring service...
Our SM Wally was completing a customer estimate and we are all set up with TURNS Financing and it doesn't show when he comes back to work at his office station (As he has two sign ons) How does he have equals and view with both without having to be a...
I would love for a specific check box to trigger a specific tag to add to the job/ project when it is selected on a form
