BALANCES AT A GLANCE
IN THE CUSTOMER SCREEN / JOB IT WOULD BE HELPFUL WHEN HOVERING OVER THE INFO, IF IT WOULD ALSO DISPLAY THE BALANCE OF THAT JOB SO YOU DON'T HAVE TO GO INTO THE JOB TO SEE WHAT'S OWED
Posts
Kinda want my own blog -
I know I don't work for/at Service Titan, but I work with Service Titan, and I think it would be fun to have a blog option from my profile to just write thoughts or things that may occur to me. Just an idea
Resolved! ST Certified Admin
Finally got around to finishing this over the holidays. Highly Encourage every company on ST to have someone go through it. @TimMcGuire
How I process Change Orders for bigger projects
I created a system that works for us for Change Orders. There may be a different way, but this is the easiest way I've found to update projects.I go to the estimate associated with the project, and add a task. Typically I select "Service". If you kno...
Project Substatuses are your friend!
Just a brief note to share - Once I discovered Project Substatuses, I've been using them religiously. I use them to run a search by Substatus to see which projects need which tasks each day. Here are some that I have created that are self explanatory...
Resolved! Content Portal Content Suggestions?
Hi gang! I'm interested in utilizing our Content Portal to provide relevant information to all of our technicians. I have used this feature before on days when there are limited hours at suppliers, but I'm curious - which content do you provide, and ...
Resolved! How do I export customer/job notes? Does it require a custom report
I have a customer who needs to be able to export all of the histories (notes) for their clients to put in their other system. They use it to track warranties and service agreements. Currently, I can't seem to find a way to export this information. Do...
Few Helpful Tips - Reports, Deferred Revenue, Recalls/Warranty
I wanted to share a few tips based on questions that have come up recently. Keep track of Incomplete jobs in the past. Create a custom report on the Jobs dataset. Run the date range on Job Start Date. Run it from some date in the past through yesterd...
Project Management Best Practices
I saw a thread a few months ago reaching out for some Project Management best practices. I'm only about four months into migrating to Service Titan, but I wanted to share some things I've found that may make your experience better.At our company, I s...
Wishing You a Happy Holiday Season!
Customers mean the world to us; we can never adequately express that. We want to take this opportunity to wish you and your family a very Merry Christmas and a joyous holiday season. May peace, love, and success always be with you. This time of the y...
