Looking for best practices & how HVAC companies are setting up the loyalty program in ST. Specifically:How are you awarding/accumulating points?How many points is each dollar is worth?Are you awarding points only to customers who maintain a membershi...
Hello everyone,Is it just me, or does anyone else out in the Titanverse become annoyed with the amount of Titan says pop ups? Some of them are useful, but it would be wonderful not to have so many of them.
How do you best handle upset customers who are very upset because the clients don't deal with them appropriately? For example, keep canceling appointments, never call back, and fix things only to have them break again in a couple of days.
I recently joined Service Titan, and so far, I'm not impressed. There are a couple of things I've noticed, particularly with emails. I want to customize template emails for estimates, invoices, and customer experience feedback. However, I'm unable to...
If you think this would be helpful there is an IDEA, please upvote. Thanks! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6915
Is there a way to bypass the automatic training on ST for a new employee that is assigned to the CSR roll. It not needed as we hired a new girl that came from another company that used ST for the past 6 yrs and she is VERY well trained already.
Can we please bring back the ability to adjust the notification setting for the same phone number or email on both the customer & location card? Can we also have the same option when we change the tag label for a specific phone number or email? Servi...
Simply put, I am curious if there is a function in ServiceTitan that would allow us to have a large view calendar of overall routing areas for a month or two (or as far out as needed), and be able to see what tech is in what area, how many appointmen...
Click here to vote!When a location is deactivated, we have to go in and dismiss any recurring services. It would be great if these automatically deactivated when the location is deactivated.
Hello, All!We are a small plumbing company that has recently added a separate LLC HVAC company. So it's like a parent owner and two branches running out of one office. Any suggestions on work flows, invoicing, Quickbooks, taxes, insurance, and dispat...
