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Workflow: Moving Locations Around in ST 🏡

Have you ever wondered how to handle your customer & location records when customers move and/or sell properties to each other? Or the best way to organize customer/location notes? I created a Loom of the workflow I have found most helpful, and have ...

BrittanyB
by Contributor III
  • 3569 Views
  • 4 replies
  • 2 kudos

Resolved! ST-61 update

Hi there! Our account is not yet updated with the ST -61 features. How do we get it updated?

lendy30 by New Contributor
  • 2110 Views
  • 2 replies
  • 0 kudos

Major Key to Employee Retention

When it comes to finding and retaining new employees, we know this is a super competitive market right now. I found an article in Contracting Business about a very simple thing that leaders can and should be doing to engage with their employees. The ...

asnow
by Valued Contributor II
  • 5467 Views
  • 7 replies
  • 8 kudos

Group Feedback Session for Contact Management

ServiceTitan Community!! As some of you have seen on the facebook masterminds group, the CRM team and I have been hard at work on a new contact management functionality. Before we start building it we want to give you all a sneak peak and the opportu...

pseuc-ro
by New Contributor III
  • 1950 Views
  • 2 replies
  • 2 kudos

Need Universal Search Bar or universal Search function

PLEASE create a single, universal search bar / search tool that finds any occurrence of a text string in any field of any table ("calls," "bookings," "leads," "customers," "jobs," "projects.") Having to look up things separately is absolutely ridicul...

snorman by New Contributor II
  • 2506 Views
  • 3 replies
  • 5 kudos

Edit Alert Emails

It would be great if we could edit alert emails. My goal is that once a job is sold, and alert email goes out to a specific team member with a link to a google form. This form is the process we want followed when jobs are sold. It would be such a sim...

scullysp by New Contributor
  • 3006 Views
  • 4 replies
  • 1 kudos