Posts

Dashboard (Fiscal Year Date Range)

ST can you please create a custom quick access button in the Modular Dashboard so when you click on the calendar window and all the preset calendar selections opens up (Today, Yesterday, This Week, Last 7 Days, etc......) it will allow the user to cr...

david_pr by New Contributor
  • 887 Views
  • 1 replies
  • 0 kudos

Mentoring

Hello, I am the service manager for a growing plumbing and HVAC company in South Carolina. We are looking or a company to partner with and share ideas and thoughts. We are looking for a company a little bigger than we are currently. We currently are ...

HBromberg by ServiceTitan Certified Administrator
  • 1710 Views
  • 4 replies
  • 1 kudos

Sandbox is broken

Is anyone else experiencing major problems when using Sandbox? One of my jobs is training employees on using Aspire, and we use Sandbox ALL the time for this. Thursday it was absolutely useless, because it was duplicating entries, and giving oddball ...

TeresaQ by Contributor
  • 1112 Views
  • 2 replies
  • 0 kudos

Resolved! Closing multiple open chat threads at same time?

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...

CTAJeff by New Contributor
  • 1991 Views
  • 2 replies
  • 1 kudos

E-Sign Invoices From Offices

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 ...

samantha14 by New Contributor II
  • 1448 Views
  • 2 replies
  • 5 kudos

We need your support in testing bulk actions

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 ...

The Toolbox Live Tour is headed to Nashville, March 28-30

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...

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lcross
by Contributor
  • 1498 Views
  • 2 replies
  • 1 kudos

Looking Ahead 2023 Trends to Watch

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...

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mel-deyto
by ServiceTitan Certified Administrator
  • 1026 Views
  • 0 replies
  • 0 kudos

Resolved! Search page

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!