Field Features with Margaux | ST-53: Mobile Features

Margaux shows three mobile app updates: add photos and videos to completed appointments in the History tab, reschedule jobs directly from the app, and see office-entered summaries for price book categories.
Hey there, I'm Margo from Servicetitan. Today we're going to walk through the new features in our ST53 release and how that's going to affect you as a technician. On the mobile side, first feature is going to be under the History tab for done and on hold appointments. You can now add Photos and videos. This is a highly requested feature, so I know many of you will be happy to hear that this is now available. So if you forgot to add a photo and you already completed it, you can go and do that here and once you're done you can go ahead to the History tab under Photos and Videos just to make sure all the photos are there. The next feature is also highly requested, which is to be able to reschedule an appointment without having to dispatch or arrive before. If you had to arrive. Sometimes that might send out customer notifications and then you might have an angry customer on your hands. Now, as long as you have the permission, you can go ahead and click Reschedule, change it to the date it needs to be, and if you have arrival windows, you can add those as well and close out. Once you confirm the date, you're good to go. One thing to note is if there are any timesheets or another technician's assigned to this appointment and they've already dispatched or arrived, it's not going to give you that option. So as you can see, there's no button there. But as soon as I arrive now you see that notification. Now that you arrive it can't be rescheduled, so you need to follow the proper workflow which is to cl. Click the closeout button and as long as you have the permission, you can complete your appointment and schedule a new one for the date in question. The next feature has to do with the price book. As you can see, this bath category has a little blue question mark and what you're going to see here is a summary that the Office can add on their end. That's more of a private internal note so that you can see when you need these different categories, which is very helpful when you have a larger price book. Thanks so much for watching. I hope you enjoyed these release notes. We're always looking for feedback, so if you want to fill out the survey in the comments, you're welcome to we're hoping to make more training so that you can be up to date as possible on any release notes. Have a great day.
More from Bill

Capturing the 80%: How SmartAC’s Gen-2 Targets Non-Membership Homeowners | Podcast Ep. 296

Build better customer data with every booking in ServiceTitan | TAD Tune-Up Series

The Biggest Change for Roofers Coming From Other Roofing Software to #ServiceTitan?







