Please Vote For This
I would like to see a "Contacts" feature added to ST. This would allow us to put vendor phone numbers and tech phone numbers in without making them a customer. Please Vote! Add "Contacts" Feature
Posts
Service Titan for commercial companies
Are there any service titan reps here? Is ST looking at expanding its commercial customer base? I love the idea of the community and love the idea of the upvoting to help mold ST from the users needs. The problem I see is the commercial side of thing...
Bulk Edit Customer Locations
Is there a way to bulk edit locations under a customer? We have a contract with a fast food chain that has 98 locations that we service and I need to add tags to every location. I have tried Academy and Knowledge Base with not a single bit of help fr...
Resolved! Staff room
Hey everyone!Currently, our office space is very rarely seen by customers and is only seen by staff. We have a few desks set up for office work; a table with hard plastic chairs for staff meetings, training, lunch breaks; a small kitchen area with a ...
Screen displays in office
We have a TV screen that we were going to use in our office and put up on the wall. We are wondering what other HVAC companies display on screens in their office? Currently our office isn't set up to have customers in regularly. Down the road, as we ...
Looking for a way to track customers by month for yearly service
I tried searching and couldn't quite find what I'm looking for. One of our services requires a yearly maintenance, I am looking for the most efficient way to be able to run a report at the beginning of the month to show which customers are due for se...
customer portal???
We are a commercial HVAC-R company and I see in the customer portal it is set up for invoices. We would like to use the customer portal for customers to keep track of what was done at their sites but not for invoicing. Is there a way to set up the cu...
Merge Customers - Move this feature out of Settings so users can use it but not see ALL settings
Please move the "Merge Customers" out of (Settings -> Tools)It's separate permission, but if I want to give someone other than a manager this permission, we also by default have to give them the option to go to settings where they can see employees, ...
Digital Footprint
Is there a way to see all of an office user's activity (digital footprint) in a report?
CSR / Dispatcher - NEW Monthly Lunch and Learn Sessions - HERE in the Community!
Last month, our CSRs and Dispatchers in the CSR / Dispatcher Community group, held a virtual meet and greet! We learned about each other, our companies, and discussed challenges as well as wins. It was such a success, that we are going to start meeti...
