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What is the best practice to refund someone who paid via check? The
payment was received in the office, not via check capture. What is the
most accurate way to show you did this, in ST?Thanks!
Hello everyone!I'm a user experience researcher and one of my teams is
working on a new "technician capacity planning" feature to help managers
set up rules to handle booking capacity.(Think of things like
automatically limiting bookings of maintenan...
I wanted to ask if there is a way to send an email directly to a
customer from Service Titan instead of having to use the Invoice or
estimate email function as a way to communicate to the customer directly
and have the thread embedded in the customer...
I have a few customer that have a tag on their customer account but does
not show it's attached to the account when I use the edit pencil to
remove it.DETAILED EXPLINATION: We have a tag for replacement
opportunity. It shows on the customer account w...
We are trying to move away from tracking techs with paper. I have
created a form to go on each job that mimics the paper form they were
using. Is there a way to export these forms so I can look at all the
jobs from one day in one place?
Hello, I work for a growing plumbing company, I was wondering what do
your CSR's and Dispatchers do during slow times? Somedays we will take
calls all day and sometimes it will be in random burst throughout the
day. Do you have a list of things to ke...
I am a call center manager for an HVAC company, I am looking for
software that works with service titan and primarily gives us the
ability to live monitor agents screens and what is being done on their
screen. What are some suggestions around this fo...
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.
