Adding tags for new customers/location in booking screen
If you think this would be helpful there is an IDEA, please upvote. Thanks! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6915
Posts
Resolved! Bypass the automatic training
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.
Adjusting Notifications & Labels for Contact Information
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...
Resolved! Zone Calendar for Appointment Tracking
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...
Vote for idea...deactivate recurring service when a location is deactivated
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.
Work Flow Office HVAC and Plumbing
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...
Curious
Good Evening, I was wondering if you would be willing to share with me your favorite thing about Service Titan that made your job so much easier? I am fairly new to Service Titan, and I love so much. However, I would have to say My Favorite thing abo...
Resolved! Inactive customers
Hello everyone! We recently went live earlier this month. We are still learning this amazing new software. I've noticed that customers will become inactive for some reason. Does anyone know how to avoid this from happening? We can't figure out why cu...
Replaced equipment still visible
When we replace equipment, the replaced equipment still shows up as a gray tag on the dispatch board & location. Is there a setting or a process to follow so that only currently installed equipment is listed? Or something we can do without deleting t...
Resolved! Technician Business Unit
It is required for implementing capacity planning to have technicians assigned to a business unit but when I go into tech settings, there is no option to select a business unit? Is there a different place where this is done?
