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Posts

Deactivating Customers Who Moved

Hey Everyone,I would like to see what best practices are out there to deactivate customers who have moved out of our service area. We have a list of them that we want to make sure to remove from any marketing, however, we still want to hang on to the...

tdbarnett by New Contributor
  • 309 Views
  • 3 replies
  • 1 kudos

credit card numbers

when entering a customers credit card it would be helpful to have ST add the dash's as your typing after each 4 digits. that long number its hard to tell quickly if your keying it correctly. if it was broken up like xxxx-xxxx-xxxx-xxxx this would hel...

titanz1 by New Contributor II
  • 159 Views
  • 0 replies
  • 1 kudos

TAGS

It would be awesome if we could have tags set up where once a customer is added to the system it would automatically add certain tags without having to manually enter them. For example we add City tags to our customers so the city shows up on the dis...

New Supervisor; need guidance

Good morning, friends! I need some guidance. I have recently taken on the roll of Service Operations Supervisor and I need some help figuring out some "best practices" for a few things. I have CSRs who are in charge of AR follow up and scheduling Rec...

Bulk clear abandoned calls

Recently blocked a spam number, they called 50 times from 10:52-11:05am with all calls being 0.0 time in length. I am requesting a feature be added to bulk clear abandoned calls.

abandoned calls.png

Resolved! 2 Customers for 1 Location

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...

Employee purchase with payroll deduct

Can some one tell me if an employee wants to buy something that we have to purchase using a purchase order number, and they want to payroll deduct it. What is the workflow for it? Thank you

geoc24 by New Contributor
  • 613 Views
  • 1 replies
  • 0 kudos

Resolved! Service Titan Admin Certification

I've heard that it is possible to get certified in Service Titan with a class that they offer- does anyone know how to get signed up for the certification course with Service Titan? I've checked everywhere and can't seem to find any information on it...

tiffdav98 by New Contributor
  • 1825 Views
  • 2 replies
  • 1 kudos