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...
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...
Customer Since FieldIt would be very helpful to be able to edit the" Customer Since Field" on the Customer Profile. When we imported into Service Titan all our customers say 1900, which of course is NULL data. Currently to get the correct date, I hav...
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...
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...
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.
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...
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
How do you block holidays on the calendar so appts are not scheduled?
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...
