Since the new update you can no longer update phone numbers from landline to mobile and vise versa without having to delete the number and readd it to the account - no longer auto updates the location when you correct the customer profile either. Wit...
Anyone besides me having an issue with the Next environment being glitchy? I am trying to record some processes and it is giving me a bit of grief.
The latest update is cumbersome for our office staff. It takes more clicks to verify valid phone numbers or email addresses on accounts, where as previously we could see those things at a glance. Very inefficient for busy days.Ideas?
Hello, I am new to the service titan and trade industry! I work for a growing plumbing company, and I am wondering what reports are you guys running to do outbound calls? How often do you call the same customer? We recently called quite a few custome...
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
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!
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 ...
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?
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 ...
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...
| Subject | Author | Posted |
|---|---|---|
| 03-24-2025 02:08 PM | ||
| 03-14-2025 08:51 AM | ||
| 03-04-2025 12:38 PM | ||
| 10-11-2024 06:06 AM | ||
| 09-13-2024 09:57 AM |
