Email section
On the customer profile page, under the email section, there is nothing listed even though we have emailed invoices, estimates, and forms from both the mobile and office. What emails are supposed to show there?
Posts
Copy/Paste Text from Images in Office
Our field team doesn't always get new equipment information saved to file while on-site which means our office staff will make the data entry after the fact during the review process. Our office team has been hand keying all of this information and.....
Resolved! Preffered Technician
On our account it no longer allows us to set a preferred technician to a customer's profile. It only populates management and previous management in the dropdown menu. Anybody having this issue or have any advice? Thank you!
Resolved! Group task
Can I create task and assigned to a group verse one person ? if so how can I ?
NEW Canadian User Group has launched! 🐻
Are you located in Canada or are you working for a Canadian company? We have a new group that is designed just for YOU!Our Canadian User Group launched this week! It will be used to share Canadian workarounds within ST, to share resources that are he...
office to tech phone calls
Does anyone know if there is a better way for the office to be able to call a field technician through ST and have it recorded and accessible on the job they are working on?
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.
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...
