Workflow for Automating Follow Ups ✨

Hello Titan Fam I wanted to share a workflow I came up with for a customer of mine who was struggling with keeping on top of the day to day. Task management is a great tool for to-do list items, but we needed a way to automate this process - especial...

by Contributor III
  • 5 replies
  • 10 kudos

the most annoying thing

One the job page, the scheduled appointments are in a table that I have scroll through. I can only see three appointments. The top appointment shown is the oldest, so if want to change something on an appointment I have made, I have to scroll through...

jtullous by New Contributor II
  • 4 replies
  • 1 kudos

Resolved! Time zone discrepancies

I work in a different time zone that my company is located in. I have the config turned on that locks the time zone so I can't mess up the schedule because I'm in a different time zone. But some things appear to me in my timezone (timesheets) and oth...

JessicaSmith by ServiceTitan Certified Administrator
  • 10 replies
  • 0 kudos

Replacement Gross Margin (too low): Part 2

Well as the week ends let's look at the final five potential management actions that may need to be taken to achieve an industry standard KPI if your replacement gross margin is to low. We need to remember that CASH the residential home service indus...

by Valued Contributor
  • 1 replies
  • 3 kudos

Resolved! Exporting to Excel is USELESS!!

What is even the point of offering to export reports to Excel if ServiceTitan can't even manage to separate the data into separate cells?! Getting a list of customer emails should be a simple task, but any account with multiple emails will export eve...

jackieth by New Contributor
  • 2 replies
  • 0 kudos

Resolved! Replacement Gross Margin (too low)

As we are in season and replacement in all services is an area, we must all capitalize on let's look at what might cause our gross margin to lag behind industry standards. In any industry we must be proactive in this area. There are many areas to loo...

by Valued Contributor
  • 1 replies
  • 2 kudos

Revenue per replacement lead (too low)

We are a month into our busiest season of the year if you are not maximizing this KPI (Revenue per replacement lead) here are things you need to check... be proactive and maximize your dollars!! . Improve your closing ratio. Review with your technici...

by Valued Contributor
  • 1 replies
  • 2 kudos