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Resolved! CSR / Dispatcher

Hi!! We are looking for insight on how others split the roles of CSR/Dispatcher.We are an HVAC / Plumbing / Remodeling Company. Looking for ideas / thoughts on having one person as CSR/Dispatcher for HVAC and another for Plumbing, or having one perso...

Arieckert by New Contributor
  • 3806 Views
  • 3 replies
  • 1 kudos

Have Visa/Debit as payment option

Hello! Here in Canada, we have so many customers who wish to pay with a Visa/Debit card however, these payments are not accepted through ST so they cannot pay their bill online or by phone with this type of card. Please consider adding Visa Debit car...

KhianaKlatt by Valued Contributor II
  • 2400 Views
  • 3 replies
  • 1 kudos

Office calendar within ST!

We would absolutely LOVE to see an office calendar within ST. We will often add non-job events to office staff's lines so they remember what meetings they have. However, it would be so much more convenient to add jobs to office staff's lines. For exa...

KhianaKlatt by Valued Contributor II
  • 1551 Views
  • 2 replies
  • 4 kudos

Job Costing PO includes taxes

I have just recently realized that when you pull up job costing, that PO's cost includes taxes. This doesn't seem right to me...if we purchased equipment/materials outside of the job then the cost of the tax on those items would not be included. Has ...

MirandaMel by ServiceTitan Certified Administrator
  • 1868 Views
  • 2 replies
  • 2 kudos

Schedule Viewing

There needs to be some tool that allows for us as office management to view the schedules, time off, and breaks taken in real time the same way that you can view it for the technicians. I understand that the office staff is often over looked in the t...

Dispatcher Goals

Good Morning,I am not a dispatcher however I am looking for what everyone suggests or follows for dispatchers. Do you have goals such as they need to call 40 customers a day and try to get them booked? We are hoping to add some guidelines and some st...

dianam8686 by New Contributor III
  • 3328 Views
  • 2 replies
  • 0 kudos

Payment Terms Field Update Issue: Look at your Invoices!

Recently, there was an update regarding the Payment Terms Field on the Customer Pages. While having payment terms listed on Invoices, along with Due Dates, can be good, there are many of our Customers that this does not apply too. There is no way to ...

Customer Page Payment Term.jpg payment term 2.jpg payment term.jpg
aquamark by New Contributor III
  • 3662 Views
  • 4 replies
  • 0 kudos

Please go vote for this!

I think this is a great idea. Everything else is ST can be automated... Why not send out a cancellation text/email automatically after cancellation? VOTE FOR THIS Automated Cancellation

MadisonChicken by ServiceTitan Certified Administrator
  • 4540 Views
  • 8 replies
  • 3 kudos