General Office

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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...

Leehvac by New Contributor II
  • 1181 Views
  • 1 replies
  • 1 kudos

Digital Footprint

Is there a way to see all of an office user's activity (digital footprint) in a report?

jcopley by New Contributor II
  • 1862 Views
  • 2 replies
  • 0 kudos

Search customers - Page tabs needed

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...

CSR Questions? Let me help!

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...

asnow
by Valued Contributor II
  • 1546 Views
  • 1 replies
  • 1 kudos

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
  • 1082 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
  • 2109 Views
  • 4 replies
  • 1 kudos