General Office

Tracking Extended Warranty/Labor Claims

Good Morning All,Our company is trying to establish as many processes we can utilizing service titan for tracking and keeping up with all of our day to day operations.The way we track our extended warranty / labor claims seems a tad not efficient. ho...

IDEA: Add a preview to forms in Titan Exchange**VOTES NEEDED

COMMUNITY-I-2070 Currently you have to "pull" the form, go to forms and then preview the form... how do you know you want to pull it if you can't preview it?? Just click the link above if you want to vote for it!

UPDATE: Survey is closed. Feedback Needed: Which logo design is most "premium"?

CLOSING SOON! Thanks to all who provided feedback! We have a quick poll for feedback on 3 different logo ideas they are working on for "Pro" product experiences. Follow the link to the logo choices and answer a few questions. This should take less th...

What are your top 3 KPIs for tracking service techs and comfort advisors?

I'll go first (I'm strictly HVAC right now but I'd love to hear about all trades!): Service techs: Average ticket on opportunity jobs, conversion rate, leads set Comfort Advisors: Average ticket, close rate, options per opportunity I'd love to know w...

We need HR Pro to be invented!! GO VOTE!

COMMUNITY-I-2018 Can we get an HR platform on the road map if its not already??!! Employee time off tracking, SOP, employee files, handbook, onboarding, offboarding and all that jazz!!! Maybe strike up a deal with Bamboo HR since we just signed on wi...

Attaching documents to technicians' profiles

A way to add PDFs to a technician's or employee profile would be great. Ways to add evaluations, copies of licenses, etc.

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 ...

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, ...

Resolved! Service Titan Sandbox Location

What is the name of the sandbox platform where you can play with service titan?

GOT THE UPDATE!!!

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

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Tracking Extended Warranty/Labor Claims

IDEA: Add a preview to forms in Titan Exchange**VOTES NEEDED

UPDATE: Survey is closed. Feedback Needed: Which logo design is most "premium"?

What are your top 3 KPIs for tracking service techs and comfort advisors?

We need HR Pro to be invented!! GO VOTE!

Attaching documents to technicians' profiles

Commercial based forms input?

Copy and Pasting Customer Info.

Resolved! Service Titan Sandbox Location

GOT THE UPDATE!!!

IS SERVICE TITAN DOWN

Invoice and Statement Delivery

Message vs phone call icon

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Unit Labels

Service Titan Admin Certification

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Adding locations under invoices on customer page o...

Form Email - Subject Typo Edit Options?

Refunding someone who paid via check