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ServiceTitan clock

It would be great to have a fingerprinting clock that integrates with ServiceTitan, so we can use 1 system to do payroll for all employees, including office staff.Additionally, we are currently not using the ServiceTitan payroll features because when...

Cancelled residential install jobs

When an install is cancelled - what ways do you use to ensure no expenses are on the job? Also do you export them as zero dollar invoices? Thanks

Resolved! Refunding someone who paid via check

What is the best practice to refund someone who paid via check? The payment was received in the office, not via check capture. What is the most accurate way to show you did this, in ST?Thanks!

We'd love to get your feedback on a new Capacity Planning feature!

Hello everyone!I'm a user experience researcher and one of my teams is working on a new "technician capacity planning" feature to help managers set up rules to handle booking capacity.(Think of things like automatically limiting bookings of maintenan...

Sending an email directly from Service Titan

I wanted to ask if there is a way to send an email directly to a customer from Service Titan instead of having to use the Invoice or estimate email function as a way to communicate to the customer directly and have the thread embedded in the customer...

TAG REMOVAL- NOT ABLE TO EDIT FROM CUSTOMER ACCOUNT WITH EDIT PENCIL

I have a few customer that have a tag on their customer account but does not show it's attached to the account when I use the edit pencil to remove it.DETAILED EXPLINATION: We have a tag for replacement opportunity. It shows on the customer account w...

Capacity Planning

Hello Everyone, Does anyone know of any videos that can help us with Capacity Planning?

Can I export forms to Excell?

We are trying to move away from tracking techs with paper. I have created a form to go on each job that mimics the paper form they were using. Is there a way to export these forms so I can look at all the jobs from one day in one place?

Resolved! Down Time

Hello, I work for a growing plumbing company, I was wondering what do your CSR's and Dispatchers do during slow times? Somedays we will take calls all day and sometimes it will be in random burst throughout the day. Do you have a list of things to ke...

Call monitoring software

I am a call center manager for an HVAC company, I am looking for software that works with service titan and primarily gives us the ability to live monitor agents screens and what is being done on their screen. What are some suggestions around this fo...

ServiceTitan Community

Posts

ServiceTitan clock

Cancelled residential install jobs

Resolved! Refunding someone who paid via check

We'd love to get your feedback on a new Capacity Planning feature!

Sending an email directly from Service Titan

TAG REMOVAL- NOT ABLE TO EDIT FROM CUSTOMER ACCOUNT WITH EDIT PENCIL

Capacity Planning

Can I export forms to Excell?

Resolved! Down Time

Call monitoring software

IS SERVICE TITAN DOWN

Invoice and Statement Delivery

Message vs phone call icon

"Is there a way to move contact numbers on the con...

Unit Labels

Service Titan Admin Certification

Equipment Search

Adding locations under invoices on customer page o...

Form Email - Subject Typo Edit Options?

Refunding someone who paid via check