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Activity in Discussions

Allocating Material Faster

We are located in an area that has bad service and our crew leaders are constantly running into issues using Crew Mobile because it either logs them out or freezes while they are allocating material. What can we do different?* I will add, this is for...

Y'all give this idea the votes it deserves!!!

I was about to create this idea but it already exists and only had 6 votes!? I'm assuming a lot more people are frustrated by this please go vote I'm so tired of having this conversation with customers!! COMMUNITY-I-1874 Request for cc & bcc fieldsPl...

RandiThompson by ServiceTitan Certified Administrator
  • 20 Views
  • 2 replies
  • 5 kudos

New Hires

Is anyone else doing new things that are working? Any tips you are willing to share?

vanessag1 by New Contributor II
  • 7 Views
  • 0 replies
  • 0 kudos

Removing link to job on Marketing Review

Hello Fellow Titans! I have a review that is linking to a job/choice of jobs that I can't seem to unattach. A potential customer left a Yelp review talking about our company without placing a call for service. I now have an open review left by this p...

Happy Monday!

Just a quick hello and Happy Monday to everyone! We've been with Titan for going on 3 years now, but haven't spent much time in the community.

TiffDaniel by ServiceTitan Certified Administrator
  • 8 Views
  • 2 replies
  • 2 kudos

Credit Card Purchases for Project Jobs

What is the best practice for correlating credit card purchases for specific Jobs? We purchase materials and permits via Credit Card and need to tie them to the job we purchased them for. Any incite would be great!

Costco Invoice workflow for Service Titan and Quickbooks

My company is a vendor for HVAC equipment being sold through COSTCO. We sell a job for a set amount and the customer pays COSTCO directly and Costco sends us a payment that is 10% less the job. That 10% is for the Costco cash card. Is there anyone in...

generala2 by ServiceTitan Certified Administrator
  • 31 Views
  • 0 replies
  • 0 kudos

Project Backlogs

Good Morning Everyone. I wanted to see if anyone has successfully made a report that would show your backlog for sold projects. I haven't been able to find a report that would show the contract amounts versus what has been billed. Thanks in advance

jpbeyer by New Contributor II
  • 33 Views
  • 2 replies
  • 0 kudos

Smart Field PDF pulling from Service Titan Estimates

I am looking for some help with finding a way to have a PDF fillable form(non service titan form) smart field line that would pull from the APPROVED estimate task line. Details: When we are out on a job and they need to replace furnace or AC, our tec...

Company Logo on booking confirmation emails

Anyone else have issues with the way it shows up in Outlook? Our logo does not load at all and I tested on three different computers/locations/and antivirus. The logo shows up fine if it is on a phone, or the webmail version of Office365 Outlook, and...

samkliebert by ServiceTitan Certified Administrator
  • 24 Views
  • 0 replies
  • 0 kudos
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