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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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  • 1 replies
  • 4 kudos

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
  • 1396 Views
  • 1 replies
  • 0 kudos

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
  • 2047 Views
  • 3 replies
  • 0 kudos

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
  • 1985 Views
  • 2 replies
  • 2 kudos

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...

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