General Office

Forms with conditional logic not showing all fields after completion

As the title suggests when my technicians are filling out the forms with conditional logic attached to them, the forms them selves are only displaying two fields of information that are technician signature and the smart fields with the customers inf...

Bulk edit customer account data

When we imported our customer database from our previous program into Service Titan hundreds of accounts came in with data formatted for the old program that Service Titan is not recognizing. I need to be able to deactivate accounts in bulk so I figu...

Is anyone having any issues with calls dropping with the new AI Integration?

Are you guys noticing anything different in ST since the AI integrations?

Resolved! Proofreading & Editing Customer Names

Any tips for proofreading and editing customer names? My current system is search "4" in the zip code,because all customers' zip code starts with a 4,and go through each page one by one of the search results.Weird thing is, search results display cus...

🚩SEE ALL NOTES

PLEASE, PLEASE, PLEASE make see all notes option for the new version. I know that not every company wants to see all the notes, but my company relies heavily on notes especially while on the phone with customers. There is no room for error or delay w...

Resolved! Lead generation turnover.

I figured instead of reinventing the wheel and spending countless hours creating a solution for something I would come here first.We are wanting to form a best practice for the following situation utilizing what Service Titan has to offer internally....

Adding reminders

I think it would be nice to be able to add reminders to our daily calendars or a reminder list that shows up on our dashboard. Is this something that can possibly be added to simplify our daily tasks?

Resolved! Bulk Email

Is there a way to send a e-card to customers in bulk? We want to send Email Christmas cards.

Is there a bug with Addresses?

I have noticed today that any new address I enter is not found and I have to end up entering it manually. Anyone else noticed this?

Invoicing

Is there a way to let the office know an invoice needs to be billed out for special billing or to let the office know the customer wants a printed copy of the invoice mailed out.

ServiceTitan Community

Posts

Forms with conditional logic not showing all fields after completion

Bulk edit customer account data

Is anyone having any issues with calls dropping with the new AI Integration?

Resolved! Proofreading & Editing Customer Names

🚩SEE ALL NOTES

Resolved! Lead generation turnover.

Adding reminders

Resolved! Bulk Email

Is there a bug with Addresses?

Invoicing

What to Do When Multi-User Mode Not Working in QB ...

Work Flow Office HVAC and Plumbing

Canadian users unite! 🫎 🦫 🍁

Such a Happy Morning!!

Is anyone having any issues with calls dropping wi...

Zone Calendar for Appointment Tracking

Training Mode Unlocked

Technician Business Unit

Purchase Order

Option for hiding notes on customer/location pages