Corrections to General Email
I can I correct grammar and punctuation errors on the General email? Thanks, D
Posts
How come the search screen doesn't save your selection anymore?
I thought I was going crazy for a bit, but this screen definitely does not save your last selection anymore, seems to be defaulting to Customer now. @BCN do you have any insight?
Demand Calls
We are trying to reconfigure our Demand process when capacity is full for the day. I wanted to see what ideas others have on this subject. What process do you have your CSRs do when a demand call comes in and there is no availability?
Help Lowering AR
Hi everyone, We're looking to implement a new workflow in our office to help reduce our AR. Our policy is that every customer needs a credit card on file, regardless if they want to pay by cash or check at the time of service, but some employees are ...
Issue uploading multiple images and attachments to the customer records
Is anyone else having an issue with uploading multiple images and/or attachments to the customer record? I used to be able to upload a bunch of files at once but now it says it's loading them but just doesn't. I have to upload each one individually w...
Resolved! Form Email - Subject Typo Edit Options?
Good morning, is there a way to edit the subject line of my forms email? There is a typo... thank you!
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...
