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Link Job recall to the project the job is linked within

Tenant would like the ability to have a job created as a recall to be linked in the project that the orignal job was assigned to. Having to go into the recall job and add it it time consuming and it should be auto linked just due to the workflow.
Guest about 3 years ago in  0 Needs review

Ability to sort Scheduled Appointments menu by most to least recent appointment

Currently, when you open up a Job page and scroll down to the "Scheduled Appointments" menu, the system lists all of the appointments form LEAST recent appointment date at the top, to MOST recent apptmt date at the bottom of the list. The issue wi...
Guest about 3 years ago in  1 Needs review

Ability to add labels per time entry

Customer track BvA in a very detailed manner. Labor on a project may hit different phases within BvA. Currently, there would need to be a 1:1 relationship between the job/phase in order for the timesheet to hit the desired cost/label. When jobs ar...
Guest about 4 years ago in  0 Needs review

Display both the Invoice Summaries and Project Summary on the Project page

Tenant would like the Invoice Summaries for each job within a project to be visible on the Project page. Currently, in order to see the work that was completed for each job, each job must be opened. If the Invoice Summaries were on the Project pag...
Guest about 5 years ago in  0 Needs review

Allow to extend business hours for Mon-Fri separately from Saturday and Sunday

ServiceTitan won't allow to extend working time for Mon-Fri separately. It requires the Saturday and Sunday to also have the same working hours
Guest about 4 years ago in  0 Needs review

Add Hours Available into Tech Profile Permissions for the Reschedule An Appointment Permission

Problem: Customer would like to have their techs who are on-call, only during that on-call time to use the function of Reschedule an appointment. They do not want them to have that ability when dispatch is working and the schedule is being maintai...
Guest over 4 years ago in  0 Needs review

New way of using Job/Project/Appt Numbers in the UI

Tenant met with Vahe during a spark session and the idea of adjusting our Job/Project/Appt Numbers came up as a topic. After the spark session CSMs were asked to follow up with the tenant for additional details, see below: Currently all the number...
Guest over 4 years ago in  0 Needs review

Bulk book sold estimates into jobs

Problem: Currently for carpet cleaning workflows with a plant it's not uncommon for the plant worker to have to book multiple estimates into jobs every day. He'll go through the workflow of filling forms, building estimates, all from a tablet he's...
Guest over 5 years ago in  0 Needs review

Include note for project created (when created from the job page) in the audit trail

When you create a project from the job page it doesn't show on the job audit trail. This is problematic for a customer who is trying to identify why a project was created in use cases where it shouldn't have, as the the only way to confirm is by r...
Guest over 3 years ago in  0 Needs review

Add Section to Project Tracking Page for Equipment Installed on Associated Jobs With Serial Numbers

Problem: Customer would like to see from the Project Page a section for Equipment (with Serial Numbers) installed on any Job as part of that Project. With the redesigned page it could be it's own section at the bottom of the list on the Left. This...
Guest over 3 years ago in  0 Needs review