New Idea! Needs Votes!
Please vote! We would like to be able to turn off Member Savings in settings instead of going into each customer and turning it off. Don't Show Member Savings
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Chat time response Report
Does anyone know how to pull a report with the average response time on chats? I know it's a feature in Titan Advisor, but I'd love to have a scheduled report so the CSR can see it on a daily basis and make it a goal to lower that number. Thanks all!
Resolved! Changing a customers billing location
I have one customer who became our customer in April of 2022 at location A. This year she bought location B and still owes A. She now lives in B and her daughter lives in A. She wants B to be the billing location. How do I change her account so that ...
Roofers Wanted
Hello! My company is 1 By 1 Roof, Solar, & Paint. I would love to talk/connect with any other roofing companies. How are you using Service Titan?
Water specialist mentor
Hello, we are located in the Myrtle Beach area of South Carolina and we are thinking of starting a separate water division. We are looking for a mentor in water testing and filtration somewhat close to but not in Myrtle Beach area but not limited to ...
New Update for Flyout Customer Edit, Location Edit, and Create Customer.
I HATE the new update with the Flyout Customer Edit, Location Edit, and Create Customer with a passion!!!So many more steps and more confusing than the old way.Can't change phone 'type' from landline to mobile, in case it was saved wrong. We were abl...
Grouping common tasks and adding to project
Howdy! Our install projects have a consistent list of tasks that the coordinator needs to perform and it would be helpful to add them all at once instead of each task/subtask individually. It's a rather long list of tasks and I don't mind taking the ...
Resolved! Adding locations under invoices on customer page or invoices under the location profile
When you have a customer profile with for example 25 locations its very hard finding an invoice for a specific location.Can we add a tab under invoices on the customers main profile, or can we under the specific location have the invoices tied to tha...
Resolved! Certificate of Completion download
How can I download my certificate of completion after completing the Certified Administrator program?
Estimate sent to wrong email
We have a commercial customer that called for recommendations and estimates, our tech accidently sent the estimate to the HOA instead, is there a way to keep the HOA from viewing the estimate in the portal now?
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 12-16-2024 09:05 AM | ||
| 10-11-2024 06:06 AM | ||
| 09-13-2024 09:57 AM | ||
| 09-13-2024 08:23 AM | ||
| 09-09-2024 09:07 AM |
