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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
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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...

wpowers11 by • Valued Contributor
  • 2203 Views
  • 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...

wpowers11 by • Valued Contributor
  • 1624 Views
  • 1 replies
  • 2 kudos

Formatting a Form

We have to print our forms out and there are many times where the formatting is so off that there are 3 inches of space between "questions". I really wish there was a way to condense that and have less empty space and less paper/ink. Any ideas on how...

shannon by • New Contributor II
  • 4737 Views
  • 6 replies
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Feature Changes

Every time a new feature is turned on it has a ripple affect - i.e. reports are removed, staff can't access what they typically need in their daily workflow processes. It would be extremely helpful if ServiceTitan had plans in place to pro-actively l...

lynn_off by • New Contributor II
  • 2881 Views
  • 2 replies
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Margin Notification

Hello, Is there a notification setting that alerts me when a job is about to be closed out by the tech and the margin is under a predetermined threshold by management? It would be nice if there was a feature that stops the process and requires a mana...

jcopley by • New Contributor II
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  • 3 replies
  • 1 kudos

Resolved! mulitple desgination

Currently, our service manager is under admin permissions but we are trying to add him as a tech to run service calls but it will not allow us to do so. Can he not have multiple permissions?

rebecca_1 by • New Contributor
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