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Editing Customer Contacts Not available

Is anyone else having an issue when they go to edit a customer's contact information where you click on the blue "Edit Contact Methods" box and then the page automatically refreshes closing you out of the edit customer tab? this does not happen on th...

mleahy by • New Contributor III
  • 2532 Views
  • 4 replies
  • 1 kudos

Deactivated Technicians

Is there a work around for deactivated techs on invoices that need an adjustment? If we have to make an adjustment invoice for a job a deactivated tech is on, it gives error code it can not be done with a non-managed tech. So we either have to go in ...

ladams76 by • New Contributor III
  • 3318 Views
  • 4 replies
  • 2 kudos

Contact Information

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...

Next environment being glitchy?

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.

MirandaMel by • ServiceTitan Certified Administrator
  • 2047 Views
  • 3 replies
  • 2 kudos

Update is cumbersome

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?

dayphc_g by • New Contributor II
  • 3949 Views
  • 8 replies
  • 0 kudos

Outbound Call Reports

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...

Ashrum98 by • New Contributor II
  • 1273 Views
  • 1 replies
  • 0 kudos

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

Miranda by • ServiceTitan Certified Administrator
  • 2391 Views
  • 4 replies
  • 3 kudos

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 ...

HHertziger by • New Contributor II
  • 2080 Views
  • 1 replies
  • 0 kudos

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?

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