I tried looking for a solution and can't seem to find one.. We message in Service Titan to our customers and it creates a bunch of different threads for each phone number. Is there a way to close out multiple open chat threads? Currently have to go i...
We know how to send an e-sign for estimates but how do you set up e-sign for invoice signatures. Some time we have technicians perform larger work and homeowner/customer not on site for signatures. We have e-sign set up for estimates and are looking ...
Hi folks! The XD team has is running a new round of product research and we’d value your opinions and insights. Do you have a moment to complete this short test about bulk actions experience? In this test you will work with two separate versions and ...
Have you heard about Toolbox Live? Learn why contractors are raving about the new in-person business-development workshop presented by ServiceTitan. Each Toolbox Live features two full days of:panel discussions with owners from top performing shopstr...
Despite decelerating growth, monetary tightening and economic inflation, healthy consumer and business balance sheets are expected to maintain positive momentum. Check out some of the top market trends that contractors are facing in 2023. >>Read Arti...
I used to be able to search for a customer and before clicking into their account, I could see if they had a balance. I can't see that with the new version. It's easier when confirming/collecting money. Please switch it back!
When marking a job complete, it changes to a different screen to save. On the next screen “SAVE” is off the screen, below the margin (you must scroll down to click “save”). I think to confirm “save” should be a pop-up box, not a different screen that...
We have had several incidents recently a Spanish Version of ST would be helpful for our employees and our customers. I hope the powers that be will consider for the future.
I am suggesting that the "Equipment" information for a customers location be minorly updated. I use the equipment information both the model and serial numbers to do registration and apply for rebates for customers after we install equipment. Current...
If you haven't joined our Community CSR/Dispatcher group yet, NOW is the time!Join to get exclusive content, a library of tools and training, and access to our group moderators, Angie Snow and Conner Wilkinson. Next week is our first virtual Meet & G...
