Increase character limit on Job summary edits to remove clunky view of summary edits in the audit trail of a job
When CSRs are editing the summary on the job page, if the summary edits exceed a certain character limit, the edits appear as clunky bubbles in the job audit trail. These extend the audit trail significantly and it is difficult for the CSR to view...
Job Page - Being able to Edit Cancel and Hold reasons - Improvement
Use Case: When cancelling a job or putting a job on hold - giving the office the ability to edit that reason without re-opening and re-classifying the job
Impacted Persona: Office users
Feature Business Impact: Office Efficiency: Right now there...
Adding an Alert When Booking Job for A Checked Out Tech
Add a pop-up to notify CRS/Dispatchers if they are booking a job for a technician on a day that the technician already been "check out" via the gear icon on the Dispatch Board. At this moment, you are able to assign a job to a tech who has been ch...
Adding Business Unit Filters to the mobile history tab
Use case - a customer does work in multiple Business units (AC, Plumbing, Electrical) and a Plumber is trying to sort through a bunch of calls through the mobile history tab to easily find the calls related to that business unit. It will save tech...
Jobs - Show Cancellation Date in Job Status Box on Job - Improvement
Use Case: CSR cancels a job and months later goes back to reference cancelled job. The status box turns red and says "Cancelled" but retains the original scheduled date, even if the job was cancelled months after the original scheduled date. This ...
As an integration partner, I am unable to update the Job Notes field via the ServiceTitan API so that mutual customers can reference job related information in the location they would expect. Without this, I am forced to pass this information in a...
Allen Vartazarian
about 6 years ago
in
0
Needs review
audit trail improvement when extending job duration/end time
Currently, if only the end time is changed (either through Job > Reschedule or dragging on dispatch board), the audit trail says someone has rescheduled the appointment. so sometimes when you look at a completed job, you see the audit trail say...
Areni Mahdessian
almost 6 years ago
in
0
Needs review