Question: Do they have to be on the job to chat or can they chat any job
they have permission to see? Hoping that my salespeople can chat with
their follow ups.
So in the new release, ServiceTitan announced that ServiceTitan Mobile
now supports signature fields added to .PDF forms using software like
Adobe Acrobat. With this change, signature fields will open in a pop-out
so customers can easily provide a si...
A tech should be able to unsell an estimate from the field. Obviously if
the work has been booked to another job they wouldn't be able to, but
this should be a permission-based setting that techs have access to.
I would like to get a QR Code payment option implemented.When the job is
complete and the tech goes to collect, a QR Code option would be a
payment method in the drop down menu along with "Cash, Check, Card,
Greensky Financing". This would allow the ...
Our Sales Team needs access to be able to download a PDF of a customers
install invoice. Unfortunately our only option right now would be to
manually email them each invoice, or to set them up with an office login
to be able to search/save them thems...
Our technicians could really benefit from being able to text the
customers even after they've arrived at the location. Due to the nature
of our work, we complete many jobs when the homeowner is not there and
texting is sometimes the only way they're ...
Multiple technicians have indicated that adding pictures is a huge pain.
They've stated that they need to click on the Camera Icon to add a
picture, and once it's added, they need to then go back into the camera
icon to do it again. On larger project...
Has anyone else ran into this before? For a few of our technicians who
are working on the mobile app have experienced that when filling out
their purchase orders, it will randomly clear all entered text. Its not
every purchase order, it happens rando...
