General Office

New Troubleshooting Articles in the ServiceTitan KB for May 10, 2023

Hello,Sharing a list of new troubleshooting articles posted between May 4 and May 10 to the ServiceTitan KB located here: https://help.servicetitan.com/. We hope they are helpful. At the bottom of each article, you can rate it for its usefulness, pro...

Search for service area

I enabled this feature thinking it would be good for CSRs/Dispatcher to verify if new calling customers were within our service area, so I set up the zones, with zip coded, city names, etc, and turns out this feature wont allow you to book calls on e...

Can photos or video be shared externally?

I'm wondering if its possible to share a photo or video via a direct link that would be accessible to someone outside my organization.All warranty claims require photos be sent to the vendor.We can create forms and add photos and then send the form v...

MASS EDIT ALL LOCATIONS NEEDED!

When a commercial account like McDonald's has 100's of locations, we have to go in manually and change any detail one by one. Phone numbers, emails, contact name, etc. change every month. There needs to be a way to apply the change to all locations w...

Be able to add Reminders and Tasks to the schedule

I would like to be able to add reminders or tasks to the schedule for the office staff. "Follow up on this back ordered part" "Renew vehicle insurance" etc. Being able to check it off as its completed.

Joint Office Meetings

Hi. Once a week, our office staff meets for a "dispatch meeting" which essentially a meeting where we discuss upcoming projects, to do lists, goals, numbers, and general discussion on how we can improve our company. Recently, we've been searching for...