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...
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 ...
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 ...
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...
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...
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, ...
Is there a way to see all of an office user's activity (digital footprint) in a report?
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...
On the Service Titan customer search page (that lists the customer name and the service location) we are in need of a page tab in the worst way. Example.. if I filter all of the customers located on the Northwest side of town I may get 500, Service T...
In a few weeks, I’m joining Jackie Aubel on Toolbox for the Trades to record a special “Toolbox On Call” episode where we’ll answer your call center, CSR, and customer service questions! Simply call (818) 600-7185 and leave a brief voicemail explaini...
