ServiceTitan Community

We need to be able to add a "new" customer, and assign them an "old" location on the Call Booking Screen. This is happening often in our market.

The current process is cumbersome: Add Customer, create fake location, book call, change owner of "old" location, merge new and old locations, inactivate old owner There should be a way to assign an old location to a "new" customer from the Call Book...

We often find ourselves referring customers to others for a variety of reasons (out of service territory, not a service we provide etc) and I'm wondering if there is an integrated Rolodex type feature so we wouldn't be constantly looking these numbers up?

Hey everyone! I would love to know if there's any way I could create a form for clients to fill out and then text them that link? And hopefully that info can be transferred to ST and book an appointment automatically based on the date they choose?

I have a customer that has multiple properties, I need to run a report for each location, for each task we did for them in the past year with the revenue for each task. is there a report for this.

Changing an account from previous owner to new owner. Service Titan will not show new customer under their own account. It keeps it linked to old customer. Any ideas on how fix this?

There is a blue dot that appears on the dispatch board on some calls, next to the time clock. It is only on certain calls on the island (a small town), and it's not on all the island calls, just some of them. What does this blue dot mean?

Support just let me know that you cannot edit the schedule so that you don't have to scroll to get to the business day. No way to edit it. So annoying! Wish there was a fix with this!

How to set up a "preferred" method of customer contact, i.e. text or email or no preference?

Hi all, Newbie here. I am looking for ways to improve efficiency and the customer experience within our company. I would like to know if there is a way (or if you are currently using) the system to identify how the customer prefers to be contacted wh...