Titan running EXTREMLY SLOW 10-08-2024
Is anyone else experiencing issues in the office, we are in MA.
Posts
membership tracking
Hello, I'm trying to figure out a issue with tracking who sold our club membership. Our service tech with sell a club with a purchase of system. That estimate is sold by him and then a new job is created for the install technician to install. the clu...
Location and Customer Profile Contact Methods
What would be PHENOMONAL is if we could have a little sandwich icon to reconfigure the order in which contact methods are displayed. Often times we have project managers, property managers, and/or landlords with multiple numbers. Having the priority ...
Quick Printable Guide
Hi! Looking for a printable quick guide for HOW TO. Would be easier when training then always referring to the online source.
Invoice and Statement Delivery
I love that sending invoices via SMS is now an option, however, it feels like a step was missed when this was implemented.On the customer page under Invoice and Statement Delivery there are check boxes for Mail and Email. It feels like SMS should als...
Message vs phone call icon
I'm not sure if this is already in the works or not, Is there a separate icon for text messages vs Phone calls? I think I have 13 phone calls coming in and it is just text messages. I would like to differentiate between the two.ALSO can we have the t...
Tech to Dispatch Ratio - Office Roles
Inquiring about office roles/responsibilities. We currently have our CRM's answer calls and dispatch. Looking to see how other offices are set up. I know a lot of places have dispatcher and call takers split. Wondering things like:1. Tech to dispatch...
"Is there a way to move contact numbers on the contact list"
"is there a way to move contact numbers on the contact list" Some customers have 5-6 numbers or email address to keep track of. Not all of them appear in the contact window. Is there a way to move them up or down as we can other places in the program...
Customer Summary Layout Editing
On the Customer Summary section, it would be nice to be able to be able to edit that and move things around to better view what is important to me and what I do most often. Example: The layout is currently set up as Lifetime Revenue, Avg. Job Total, ...
Unit Labels
Surely there is a way to do this...I have a commercial customer that has multiple locations but within those locations, there are numerous units. Is there a way to easily label or differentiate which unit we are working on other than hoping that it i...
