What VOIP are you using?
We are using Ooma... I would NOT recommend them if you value customer service in a company! Phones Pro is too robust for what we need right now. What VOIP system would you recommend for a small company?
Posts
Customer Information Page
I am referring to the area where you enter customers new information. Location and Billing needs more fillable options. I think this is the area where there should be a field to ask additional questions. This gives us a better 'flow'. Example questio...
Typing HotKeys/Shortcuts
So I am unsure if I am using the wrong terms to try to find this, but does ST have a way that we can use typing shortcuts? That way we can just put like a period, colon, dash, etc to then put some letters down, then that would equal and code out to a...
Unassigned Alerts
We were hoping to use the unassigned alerts to help us keep track of any unassigned jobs but when we turned it on we were inundated with any reschedules on the board. Because we place jobs months in advance on the board, we move hundreds of jobs per ...
Reclassify Chats
Is there anyway to reclassify or attach a chat to a different job. When we get chats from customers it doesn't always attach to the related job.
Emailing job invoice, and estimates option (Office Side)
Has anyone else lost the option to email the job invoice and estimate together on the office side? I just noticed the option to include estimates as a PDF when you click the email button on the invoice page was gone. I just got with tech support but ...
Audit Trail on Customer and Location Page - COMMUNITY-I-4673
Added another idea to the page today. Vote if you agree.There should be an audit trail on the customer and location pages themselves like on the job history to show when and who makes changes to the accounts. For example, when addresses are updated o...
Attaching a document to a note... Idea posted COMMUNITY-I-4641
It would be nice if we could attach a document to a particular note that we are putting on a customer or location page instead of having to go through all of the attachments to try to find the one that goes with that note. For example, we received a ...
Microsoft teams phones
Anyone using Microsoft teams phones with service titan? if yes, how is it going is it seamless?
How to organize customer/location profile notes
I have noticed that within ST, you cannot delete a note on a customer/location profile. I understand the reasoning behind this however, sometimes a note is no longer relevant and I'd like to delete it. We have recently added in a custom field on the ...
