General Office

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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
  • 2425 Views
  • 2 replies
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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
  • 1963 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
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  • 1 replies
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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
  • 2694 Views
  • 4 replies
  • 1 kudos

Sandbox is broken

Is anyone else experiencing major problems when using Sandbox? One of my jobs is training employees on using Aspire, and we use Sandbox ALL the time for this. Thursday it was absolutely useless, because it was duplicating entries, and giving oddball ...

TeresaQ by Contributor
  • 1743 Views
  • 2 replies
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Resolved! Closing multiple open chat threads at same time?

I tried looking for a solution and can't seem to find one.. We message in Service Titan to our customers and it creates a bunch of different threads for each phone number. Is there a way to close out multiple open chat threads? Currently have to go i...

CTAJeff by New Contributor
  • 3251 Views
  • 2 replies
  • 1 kudos

E-Sign Invoices From Offices

We know how to send an e-sign for estimates but how do you set up e-sign for invoice signatures. Some time we have technicians perform larger work and homeowner/customer not on site for signatures. We have e-sign set up for estimates and are looking ...

samantha14 by New Contributor II
  • 2359 Views
  • 2 replies
  • 5 kudos