Skip to Main Content
Job Planning & Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 208 of 208

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 over 3 years ago in  0 Needs review

Require Special Instructions Field In Appointment

Problem - CSRs will not add information into the "Special Instructions" field on a Job Appointment causing inefficiencies. In ST-65 requiring the Job Summary field on the booking was added, they'd like to see Special Instrutions also able to be re...
Guest over 1 year 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 over 3 years ago in  0 Needs review

Add Custom Field changes to Job Audit Trail

Tenant is utilizing Custom fields for their accounts, however, their CSR's/Office Users tend to navigate into jobs and change their Custom Fields when needed. Having an "Audit Trail" to track any of the changes for Job Custom Fields would be ben...
Guest about 5 years ago in  0 Needs review

Job Audit - Ability to filter by user - Improvement

Data Element Example Title: Feature - Problem Statement - Status Job Audit - Ability to filter by user - Improvement Use Case The job audit trail can often times be SUPER long. A lot of times, tenants want to be able to view ...
Guest about 6 years ago in  3 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 3 years ago in  0 Needs review

assigning technicians to Jobs: make it easier to select more than 1 technicians

the dropdown closes on you after you select a single technician, have to do 2 extra clicks to assign more techs.
Areni Mahdessian about 6 years ago in  1 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 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 3 years ago in  0 Needs review

"Tag Applied to Job" Alert

Issue: Want an alert when a tag is applied to a job. Customers use tags to log the Jobs as "REVIEWED" during scrutinous Invoice reviewing for their team member to review and export over to QBD. Also New Markets customer use tags to manage their hu...
Guest almost 2 years ago in  0 Needs review