Posts

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
  • 105 Views
  • 1 replies
  • 2 kudos

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
  • 157 Views
  • 2 replies
  • 0 kudos

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
  • 108 Views
  • 0 replies
  • 0 kudos

Curious

Good Evening, I was wondering if you would be willing to share with me your favorite thing about Service Titan that made your job so much easier? I am fairly new to Service Titan, and I love so much. However, I would have to say My Favorite thing abo...

Dfranzke1 by New Contributor II
  • 453 Views
  • 6 replies
  • 2 kudos

Inactive customers

Hello everyone! We recently went live earlier this month. We are still learning this amazing new software. I've noticed that customers will become inactive for some reason. Does anyone know how to avoid this from happening? We can't figure out why cu...

Replaced equipment still visible

When we replace equipment, the replaced equipment still shows up as a gray tag on the dispatch board & location. Is there a setting or a process to follow so that only currently installed equipment is listed? Or something we can do without deleting t...

SandraY by ServiceTitan Certified Administrator
  • 235 Views
  • 2 replies
  • 1 kudos

Resolved! Technician Business Unit

It is required for implementing capacity planning to have technicians assigned to a business unit but when I go into tech settings, there is no option to select a business unit? Is there a different place where this is done?

tania by New Contributor II
  • 432 Views
  • 5 replies
  • 0 kudos

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
  • 324 Views
  • 2 replies
  • 7 kudos