Posts

Customer Tag Option at Creation

We work with several programs that have different requirements. We tag the customer and location with the program type so our field guys know which protocols to follow. It would be nice to have the option to add tags when creating a customer. As well...

jbehrman by New Contributor II
  • 564 Views
  • 1 replies
  • 0 kudos

Was there any testing on the ST-62 update? what a dumpster fire

Normally, when I see a new update is ready for Service Titan, I honestly get excited, but holy cow what the heck went wrong with ST-62? On paper the changes seem great, but I am not exaggerating when I say that this update has made using Service Tita...

jsoch by ServiceTitan Certified Administrator
  • 2148 Views
  • 4 replies
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Techs sending invoices/estimates

Is there a way to block technicians from emailing invoices/estimates to customers? We currently leave dispatch to proofread invoices or estimates due to techs not spelling correctly or using voice to text, which makes things sound unprofessional. We ...

BrettD87 by New Contributor II
  • 1364 Views
  • 2 replies
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Resolved! Customer's wrong e-mail

Hello, How do I know the e-mail was delivered to the customer? I got for coincidence one wrong e-mail of a customer, then we realized how many more could be wrong and document's never delivered (estimates, invoices, statements, etc). Any help? Thanks...

julianaf by New Contributor III
  • 2113 Views
  • 5 replies
  • 0 kudos

Average Replacement Sale on a Marketed Lead (too low)

As we enter our shoulder season and as we see inflation staying in the high 8%, we need to make sure we are maximizing all our marketing leads. There are times though we will accept a 45% to 50% closing rate from your team, which in my eyes is totall...

wpowers11
by Valued Contributor
  • 1219 Views
  • 1 replies
  • 5 kudos

Resolved! Suggestions: Custom Fields by Company

It would be helpful for our business to be able to have custom fields set up on job records only for specific clients. For instance, some of our clients use their own internal work order tracking system and need this information displayed on every in...

Julsarino by New Contributor
  • 1982 Views
  • 4 replies
  • 0 kudos

Tried and True Customer Service Tips

I wrote this back in 2019 and as I was reading it again today, I thought about the season we are coming out of in the trades and the one we will be going into. What is the fuel that drives your business: The customer that is sticky to you and refers ...

wpowers11
by Valued Contributor
  • 1211 Views
  • 2 replies
  • 2 kudos

Resolved! Advice for new users.

I have come into a situation where the person most familiar with ServiceTitan is the person I've replaced. I've done multiple courses and read tons of articles and posts provided. I've reached out to my success person for some guidance with no respon...

Dave by Contributor
  • 4343 Views
  • 10 replies
  • 0 kudos

Resolved! REBATES

Question: We have a few rebates that are given to customers up front. Once we submit for the rebate, it is credited to us as a credit memo that can be used towards the open balance with the vendor. Has anyone figured out a workflow on the billing of ...

debra_pa by New Contributor
  • 2117 Views
  • 5 replies
  • 1 kudos

Resolved! Emailed items

Is there a way to see which items were emailed to the customer along with the invoice eg: warranty registrations, rebates etc

Helen by New Contributor
  • 1445 Views
  • 2 replies
  • 1 kudos