Posts

Pop Up Messages

Hello everyone,Is it just me, or does anyone else out in the Titanverse become annoyed with the amount of Titan says pop ups? Some of them are useful, but it would be wonderful not to have so many of them.

t_joner by New Contributor III
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Upset customer

How do you best handle upset customers who are very upset because the clients don't deal with them appropriately? For example, keep canceling appointments, never call back, and fix things only to have them break again in a couple of days.

Nige
by New Contributor
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  • 1 replies
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Resolved! Feedback on Service Titan Platform and Communication Features

I recently joined Service Titan, and so far, I'm not impressed. There are a couple of things I've noticed, particularly with emails. I want to customize template emails for estimates, invoices, and customer experience feedback. However, I'm unable to...

ms1 by New Contributor
  • 262 Views
  • 2 replies
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Bypass the automatic training

Is there a way to bypass the automatic training on ST for a new employee that is assigned to the CSR roll. It not needed as we hired a new girl that came from another company that used ST for the past 6 yrs and she is VERY well trained already.

Adjusting Notifications & Labels for Contact Information

Can we please bring back the ability to adjust the notification setting for the same phone number or email on both the customer & location card? Can we also have the same option when we change the tag label for a specific phone number or email? Servi...

angelpham by New Contributor
  • 289 Views
  • 1 replies
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Resolved! Zone Calendar for Appointment Tracking

Simply put, I am curious if there is a function in ServiceTitan that would allow us to have a large view calendar of overall routing areas for a month or two (or as far out as needed), and be able to see what tech is in what area, how many appointmen...

Google Sheets Calendar.png
ajbradt10 by New Contributor II
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Work Flow Office HVAC and Plumbing

Hello, All!We are a small plumbing company that has recently added a separate LLC HVAC company. So it's like a parent owner and two branches running out of one office. Any suggestions on work flows, invoicing, Quickbooks, taxes, insurance, and dispat...

Anne1 by New Contributor
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