IS SERVICE TITAN DOWN
Hey is service t itan down today? I get this error trying to log-in 'Tenant with the specified name is not found.
Posts
Resolved! Equipment Search
We LOVE the new search bar feature! It’s such a convenient tool across the board. I manage the invoicing and permitting departments, and one of my team members had a suggestion: Would it be possible to add 'equipment' to the search functionality? It ...
Titan running EXTREMLY SLOW 10-08-2024
Is anyone else experiencing issues in the office, we are in MA.
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...
