ServiceTitan Community

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...

When will font color changes be available for invoices again? In 2019 with html I was able to change the font color on a blurb on the invoices we email. Now that option isn't available. Can we have it back? It was very useful

How do i get around filling in the "Marketing Campaign" field every time a call is booked with an existing customer?

I'd like to see that field moved up to the customer area, or to a field that doesn't require it to be filled in each time a call is booked. We bought a business and it's important to have them showing in the marketing campaign to track work that come...

How difficult would it be to add a place for the customer PO number in call booking? CSR will no longer have to go to job edit and add the PO number.

Is there ANY possible way to NOT have calls that end up having a sold estimate NOT automatically change to No Charge/Non-Opportunity when the estimate is sold? Is there a setting we can choose or is that a possibility?? Please help - very frustrating!

Why are some of our calls not recording?

I've had a realtor have us out to do inspections on 3 different locations, added them under the realtor office. Booked 2 of the jobs, now under the home owners name. how do I deleted the job location from under the realtor bill too?

WHY can't tags be mandatory?

Are there any features on the dispatch board for "on call" technicians? It would be great to see by looking at the dispatch board, see which technician is on call.

Why can I not run a report of all my memberships in alphabetical order by last name? Really, who runs a report by first name when you are looking for a customer?