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Commercial based forms input?

Some background before the question. As stated we are a commercial based HVAC-R company. Our techs go out to sites and do service calls. Being commercial most of the time the work needed to fix the equipment needs to be quoted to a corporate company ...

Leehvac by • New Contributor II
  • 6373 Views
  • 9 replies
  • 2 kudos

Copy and Pasting Customer Info.

Is there an option to copy and paste customer contact info without it becoming garbled and out of order?I find it is difficult to put info. into emails due to having to make adjustments to copied info. The text size, font, colors, are all different, ...

GOT THE UPDATE!!!

We got the update this morning!! I'm excited to play around with it....after ToolBox Live!

RandiThompson by • ServiceTitan Certified Administrator
  • 2414 Views
  • 4 replies
  • 0 kudos

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
  • 1040 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
  • 3210 Views
  • 4 replies
  • 0 kudos

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
  • 2282 Views
  • 2 replies
  • 0 kudos

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
  • 3348 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
  • 1685 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
  • 3201 Views
  • 4 replies
  • 0 kudos
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