Posts

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.

Jeni by New Contributor
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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?

Miranda by ServiceTitan Certified Administrator
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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.

Team Training

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...

Sales Job Processes & Procedures

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...

amandamk by New Contributor
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  • 3 replies
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New Year Prep?

I am wondering when everyone here analyzes this year and starts rolling out any new policies and procedures for compliance at the beginning of the new year. Personally, Iā€™m one to look ahead and make the most of my last 90 days if possible. That usua...

Loss of information when batching/exporting.

Does anyone else have loss of information when batching/exporting invoices/payments. The service location no longer creates or matches invoices to that location. It puts everything in the parent company. It doesn't carry over payment terms. email add...

sheilaj by New Contributor II
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Any help would be appreciated...

Hello all! The whole office has tried to edit a customers account and whenever we go to click on edit contact methods the page reloads and does not open the contact methods. We are unable to remove contact information from the customer page at this t...

sgibbons5 by New Contributor
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  • 4 replies
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