Equipment
Can there be an easier way of entering equipment for a customer.....such as one screen where you enter all the components for System 1 and System 2, etc. instead of having to enter one component at a time?
Can there be an easier way of entering equipment for a customer.....such as one screen where you enter all the components for System 1 and System 2, etc. instead of having to enter one component at a time?
Is there a way to get all outbound leads into Service Titan? Leads come in many different forms and customers want to be contacted in different ways. When we make outbound contacts through phone, text, email is there a way to make this contact a lead...
We are having a very difficult time with the new location and customer page layouts. While I see the benefit for the billing side of things, it is not beneficial when making calls and seeing customer contact information, especially if they have multi...
Long story short, Support asked our CSM Team to activate something for us. Unfortunately CSM turned it on and it completely changed how we do things in the office and on mobile end. CSM never reached out to let us know that this was going to happen. ...
Is it just me or is this new mandatory search screen horrible? The old version was streamlined and concise and so easy to use. It actually would fit all filter boxes on one screen. This new one is so spread-out that I have to scroll to get to the fil...
Hello Product Advisory Group Members!!!We have another fun survey opportunity here for the group! We want to know about your media consumption trends and habits. What are your favorite shows? Podcasts? Do you like watching NBA or NFL or both?By filli...
This isn't my idea but could be very handy.Go for vote it if you think its worth while!https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3336
Does anyone else wish that the format for your messages in Support Chat were in paragraph instead of line format so you could proofread easier? If so, please vote! Support Chat Format | ServiceTitan Community Ideas
We are trying to find a way to create customized but consistent client communication (email/text for invoicing, estimates, jobs scheduling, job confirmation) without having to create a new Business unit. ST has informed us this is not possible.
We are doing an Ember session with Joel right now and it is Amazing! Since I started these sessions our Titan score is up 31 points. These sessions have been the most helpful of every training I have been a part of. I think there should be a standing...
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09-09-2024 09:07 AM |