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ServiceTitan clock

It would be great to have a fingerprinting clock that integrates with ServiceTitan, so we can use 1 system to do payroll for all employees, including office staff.Additionally, we are currently not using the ServiceTitan payroll features because when...

Ventirght by • New Contributor II
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  • 4 replies
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Cancelled residential install jobs

When an install is cancelled - what ways do you use to ensure no expenses are on the job? Also do you export them as zero dollar invoices? Thanks

SI by • New Contributor
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  • 1 replies
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Resolved! Refunding someone who paid via check

What is the best practice to refund someone who paid via check? The payment was received in the office, not via check capture. What is the most accurate way to show you did this, in ST?Thanks!

Sending an email directly from Service Titan

I wanted to ask if there is a way to send an email directly to a customer from Service Titan instead of having to use the Invoice or estimate email function as a way to communicate to the customer directly and have the thread embedded in the customer...

M2 by • New Contributor II
  • 757 Views
  • 3 replies
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Can I export forms to Excell?

We are trying to move away from tracking techs with paper. I have created a form to go on each job that mimics the paper form they were using. Is there a way to export these forms so I can look at all the jobs from one day in one place?

April by • New Contributor II
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  • 2 replies
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