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...
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...
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....
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?
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.
Greetings! Our company just implemented Service Titan last week and
welcomed a new receptionist onboard. We're currently looking to assess
the progress of their training, but we're unsure about accessing this
information post the go-live phase. Any g...
Hey Fellow Service Titan Users!! Anyone have any processes and
procedures they would be willing to share for a plumbing sales role?We
have an individual that completes our plumbing inspections and provides
estimates for softeners and water heaters. T...
