** COMMUNITY UPDATE **
We heard and appreciate your feedback regarding the Community sunset. To ensure those who are unable to access Facebook have a method of connecting with other ServiceTitan customers, we have decided to keep the Discussions feature of the ServiceTitan Community active as we evaluate alternative solutions that will provide the best user experience. We will inform you of any future plans or changes as they evolve.
As previously stated, we will continue forward with moving other key features of the ServiceTitan Community to the ServiceTitan platform in the fall release. Those features include: Ideas, Events Calendar, Announcements, and CSM contact information. The ability to contact Support and manage your support cases is already available with ServiceTitan's Help Center. In our transition, Programs and Groups were decommissioned on July 24, 2024. Content once located in Programs is transitioning to the Knowledge Base.
Again, we thank you for your contributions to Community. We hope you will continue to engage with your fellow customers in Discussions or on Facebook Group, ServiceTitan Masterminds, the official social group for current ServiceTitan customers. Masterminds leverages Facebook Groups to create an environment where customers can network with industry professionals, ask questions about ServiceTitan and business strategy, share tips and tricks, and learn from community and brand-shared resources. We have a dedicated team at ServiceTitan to moderate and support Masterminds, and have made a concerted effort to encourage engagement and networking in a positive way to combat the negative sentiment we have seen in the past. We hope that you'll join us there and help make it a better experience for all customers.
Something strange has occurred this week when I wanted to edit an invoice that had not been batched out yet. The pencil icon is completely missing that is next to the task description. The other strange thing is there no longer is an option to add an...
I want to run (or build) a report that shows me the number of calls that we ran after hours (after 6pm) and all weekend (Sat-Sun) and the revenue generated by those after hour calls. I want the report to be for YR-TO-DT.We are trying to find out what...
Love the Configurable Material / Equipment feature. Can this be done by Category instead of entering each and every line item. It would be much easier to enter and also much easier to manage when adding or removing material that needs to be added or ...
Howdy from Aggieland! I've been on ST for about 8 years and am interested in learning everything there is to know about the systems inside of ST. I enjoy the sense of community that ST promotes amongst it's team as well as it's users. Looking forward...
Is anybody using it yet?First for context, our team consists of Residential Hvac install and service, light commercial, Plumbing install and service, and Electrical support, service, solar and generator. 4 CSR, 5 dispatchers across all the department...
After an install has been completed, I go back to file rebates for our customers. Part of that filing process is to add the model and serial numbers, along with the AHRI number to the invoice. I'm finding now that I cannot do that once the invoices h...
I'd like to create a report that shows a specific form that was emailed and how many of them were opened. The email shows up in the audit trail, so it is tracked somewhere I would imagine. The email delivery status is what I need, but with the form a...
Hello ST commutnity.We implemented dispatch pro to our company about 3 months ago i must say its great! it helps in so many areas within our team. Please share your experience. If you have any questions I would be more than happy to help!
When a customer responds to an email they received which includes and invoice or estimate, I have no idea which estimate (they sometimes have multiple) or invoice they are responding to. The email that kicks back to us doesn't include the estimate or...
Good morning. We are currently moving a technician up to a service apprentice position. Is there a way I can create a report to pull which customers has this technician set as their preferred technician? Thank you for you time and input.
