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Project Tracking

Does anybody have any workarounds or workflows to track projects status? We're not an HVAC company or anything, we do projects such as building outdoor spaces like patios and water features. Some of these projects are 2 days and some are 4 weeks long...

codybumpus by • New Contributor III
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  • 5 replies
  • 2 kudos

Automatically log techs out of jobs at midnight

I'd like to request that techs somehow be automatically released from today's jobs at midnight. Something that prevents techs from getting "stuck" in old jobs because someone did not mark it as complete, or on hold, or something. When the techs get s...

GDJAX by • New Contributor II
  • 1008 Views
  • 5 replies
  • 2 kudos

Ideas for Forms

I have created an idea regarding forms. Please see link below to view the details and to vote.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3291

H_Imbach by • New Contributor III
  • 1212 Views
  • 2 replies
  • 2 kudos

Smart Form: Job Completion Checklist

Looking for an HVAC Install Job Completion Checklist Smart Form which pre-populates customer and job info. Does anyone have one they are willing to share?

Jordan by • New Contributor
  • 618 Views
  • 1 replies
  • 1 kudos

Uploading Forms

I'm attempting to upload forms to ST that are the correct file type and even show up in the preview when I upload them they say that they are successfully uploaded but they never appear in our list of forms.Anyone ever experienced this??If no has I'l...

spetrie by • Contributor II
  • 1558 Views
  • 3 replies
  • 2 kudos

Pricebook

New customer involved in onboarding process. Wondering if the are any One Hour Franchises willing to discuss or share pricebook. Thanks

JPGrustas by • New Contributor
  • 583 Views
  • 1 replies
  • 2 kudos

Invoicing

Is there a setting that can be applied to each job that a tech has to upload site photos before closing out and dispatch to the next job?

allisonc by • New Contributor II
  • 1819 Views
  • 7 replies
  • 2 kudos

Taking Payments in field

Our technicians are struggling with the credit card scanner on their phone/tablet (when they are taking payment and there is the photo option in the payment screen. - Many credit cards are black, and the techs are experiencing issues being able to ta...

ashley_c1 by • New Contributor II
  • 684 Views
  • 1 replies
  • 0 kudos
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