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January 17 - National Customer Service Day!

Did you know that tomorrow, January 17th, is National Customer Service Day? Celebrate your CSRs, and let them know how much you appreciate the time, effort and patience they put into caring for your customers. In addition to celebrating, make sure to...

asnow
by Valued Contributor II
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Can you post academy in the content portal?

I'd like to share specific academy and knowledge base content in the technician content portal. Is there a way to link the article of video directly from Service Titan? If not, is there a way to download it so we can then upload it into the content p...

jamied by Contributor
  • 1683 Views
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Cheat Sheet

Is there a printable cheat sheet that can be printed for new users? I've looked and can't seem to locate one.

Dark Mode

Hey Everyone, does anyone know if you can change the theme in Aspire to Dark Mode?

bpitman by New Contributor II
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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

CAMMIANN by New Contributor
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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

ChelseaAce by New Contributor III
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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

ST Cert Admin.PNG
AdamCronenberg by ServiceTitan Certified Administrator
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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...

Change order.jpg
ChelseaAce by New Contributor III
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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...

Project Statuses.jpg
ChelseaAce by New Contributor III
  • 1403 Views
  • 1 replies
  • 1 kudos