General Office

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OS for desktop / Phones Pro

Does anyone know what operating system is required / recommended or optimal for service titan in general. We currently are using iPad field tablets (mobile app) and office runs our day to day from Mac OS (MacBook Pro) and the phones have been the big...

Landmark1 by New Contributor
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Idea - Fully editable alerts

I do not have access to the 'Ideas' forum. It would be nice if Alerts could be built from the ground up rather than some canned fields. Specifically I support some back office accountants and they would like Project related alerts that include Projec...

TicketMonkey by ServiceTitan Certified Administrator
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Support Idea - Grouping Cases

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3839Just an idea I had as when we are experiencing issues, many companies reach out to facebook or here on community to see if others are experiencing the same. It would be wonderfully transp...

mirdesch by Contributor II
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Invoice Template Layout

We have a bunch of customers who prefer a paper copy of their invoices, estimates, etc. Why in the love of Pete would it ever make sense to have our Logo on the left and our return address on the right of the invoice template? We use standard number ...

Jaredw by New Contributor
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Resolved! Service Days

Is anyone here using service days when building out zones? If yes, does Schedule Assistant take these into account?

charringtonPSB by ServiceTitan Certified Administrator
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Email Alerts

The email alerts are coming many per email. I miss the days of one email per alert so I KNEW which ones were done and which ones were not. This is scary going into the busy season having to go back through and check to ensure all of the alerts on the...

Resolved! Example of a properly entered customer

Hello! I am trying to clean up our customer records and learn how to properly use the amazing features ST has to offer. Can someone point me in the right direction on examples of properly entered customers and how to enter a Husband and a Wife and wh...

Bobbi by New Contributor II
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Using ST Desktop on IPad

Hey guys and gals, I have been using service titan for the past 4 years and overall its been flawless. With some of the latest updates to the Desktop Side its made it very difficult to use IPads. If you do a search for something you arent able to rea...

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...

Chayo80 by ServiceTitan Certified Administrator
  • 2348 Views
  • 2 replies
  • 2 kudos