General Office

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Such a Happy Morning!!

I loved waking up this morning to the news that Phil didn't see his shadow, and we are getting to have our Spring start early this year! That rarely happens I feel like! I live in Utah, so it seems to me I have 75% Winter days, and 25% Spring and Sum...

Customer Complaints

Good Groundhog Day! Is there is a feature that we can file customer complaints, communications, etc... Thank you in advance Wendy

WendyG by New Contributor
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Printing invoices

Anyone else having issues with not being able to print off invoices in the office for customers?

klukas by New Contributor II
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Occasional call quality issues

Anyone have CSRs complain of call quality issues even though internet speed and latency show to be good? Thinking about ordering a new headset to test with but curious if the problem may lie outside of our office.

samkliebert by ServiceTitan Certified Administrator
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Resolved! Training Mode Unlocked

Under the team trainings tab, each team members name shows training progress, completion, position, business unit and training mode. All but one of the employees say 'N/A' under training mode and one individual employee says 'unlocked' does anyone kn...

Resolved! Option for hiding notes on customer/location pages

Hey all,We get a decent amount of walk in customers at our location, some of which are existing customers coming in to pay bills and book services. We often find ourselves scrolling quickly after we open the customer profiles to breeze past any notes...

adavis52 by New Contributor
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Attachments missing from emails sent to customers

Anyone else having an issue with attachments (photos or PDF's) not being sent along with emailed invoices suddenly? We have prebuilt forms that are still being sent out, but when we attempt to also send along anything else that is an added attachment...

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...

seemore by New Contributor III
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