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...
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...
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...
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...
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...
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...
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.
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...
Hey all, is there a spot in Service Titan anywhere that you can click and find a list of all customers that are logged in Service Titan? I am wanting to find something that will show me every customer we have listed. Thanks!
Wish I could just bump this post to the top of the timeline but for now I am having to repost ServiceTitan Certified Technician
