Digital Footprint
Is there a way to see all of an office user's activity (digital footprint) in a report?
Posts
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...
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...
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...
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 ...
Great news! We now have a ServiceTitan Certified Provider that offers coaching & training in Spanish
Great news! We now have a ServiceTitan Certified Provider that offers coaching & training in Spanish! If you need this type of assistance or know someone who does visit https://www.servicetitan.com/certified-providers to request help.
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 ...
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...
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 ...
