Resolved! Customer issue ticketing
I am enquiring if Service Titan has a ticket system to track customer issues. This way, when customers call in with an issue, the team can create a ticket in the system.
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Resolved! Problems with our forwarded phone....
this morning I came into work to find out our phone number is answering but telling the customer the line is out of order... The phone number is our advertised number. We had to give up this number so that Service Titan could use this number to forwa...
Signature Capture through Follow-Up
Is there anyway anyone knows how to capture a signature for a ISR or follow-up call through Follow-Up tab?I know we can Sold/Convert but there is no signatures with terms and conditions where they agree to work, any ideas or know of anything?
Office and Field Contact Separation
We need to introduce a system that allows us to distinguish between "OFFICE" and "FIELD" email and phone contacts within the commercial and industrial sectors.In these sectors, certain contacts, such as the Accounting Department or the Purchasing Dep...
Modifying a "Sent" Invoice
It would be nice to have a "failsafe" warning when attempting to modify an invoice that has been sent. (emailed or printed and marked as sent). Something like...Warning you are attempting to modify a sent invoice. Are you sure you want to continue? Y...
Default Landing Page Work Around
If you have an employee that is looking to have a different landing page when they log into ServiceTitan, that is not the normal landing page that come with their assigned role. Rather then making the a custom role and redoing the permissions. Just h...
Missing Business units
We have multiple business units within our company. Half of them have disappeared but are all active. Anyone else have this issue prior?
contacts in alphabetical order
Good afternoon, I would like to put in a suggestion for alphabetizing the contact names on customer profiles. We have created a profile that we use as a rolodex that we use very often and each time that we use it we are searching through the phone nu...
NEW FEATURE NEEDED TO ALLOW SENDING PICTURES, DOCUMENTS TO CUSTOMERS VIA TEXT/CHAT FEATURE
Wouldn't it be great if you could send pictures and documents like estimates, permits, etc to customers via the text/chat feature in ST from the office and mobile app?! We have customers often that do not want to provide an email address, they prefer...
Resolved! Report Audit
I was wondering if there is a way to see who accesses what reports? They have an audit trail for almost everything else except who is running what reports and non-job events that I can find.
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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 |
