Projects
Hi Everyone,I would love to hear how you guys are using the Projects feature. I would like to make the most out of it
Connect with fellow Titans
Hi Everyone,I would love to hear how you guys are using the Projects feature. I would like to make the most out of it
As we know, the 'Customer' is who is being billed for the service, the 'Location' is where the service is happening, and ST only allows a Location to be linked to 1 Customer profile. However, we have multiple situations where there are 2 different pa...
Greetings from America's High Five! Almost 4 months ago I joined our company in Southeast Michigan that does HVAC, Electrical, and Generators. I'd never used ServiceTitan before (nor had I been in the Trades- my prior industries going backwards were ...
Good afternoon,So we had 5 payment types active in our system for when we collect a payment in the office. We added a new one and when we went back to collect more payments a few days later, only 3 were available even though we checked and made sure ...
Good morning, does anyone know how to get to the Community page through ServiceTitan? For some reason my page will not let me sign into the Community page, I had to google it to log in. Thanks for the help.Have a great day all!
What can cause a membership not to be able to be renewed? Is it because it is set up ongoing or is it because it is not to the expiration date? Please any advice on this would be greatly appreciated.
Currently, CSRs create a customer profile but must then navigate back into the location and customer account to add relevant tags. This extra step is often missed since it requires going backwards in the process.It would be extremely helpful to have ...
Our company was in a horrible one year contract that lowered the cost per tech to $289 from $309. The unexplained catch was that it raised the min tech count to 22 techs. The issue is that we have never had more that 16 techs and have currently trend...
Integration would be very helpful if we could integrate our stripe card payments on the system.... It would be worth extra money billed to me if it had to be done...
I am curious as what is the best way to track the customers who only prefer the one time maintenance or tune-up option since there is no recurring service for that. There are some customers who do get them done every six months but only want to pay f...
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