General Office

Posts

Start a discussion

Printing invoices

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

klukas by • New Contributor II
  • 1770 Views
  • 4 replies
  • 0 kudos

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
  • 1200 Views
  • 2 replies
  • 0 kudos

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
  • 1143 Views
  • 1 replies
  • 2 kudos

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
  • 1109 Views
  • 1 replies
  • 1 kudos

Resolved! Proofreading & Editing Customer Names

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...

JenL by • New Contributor
  • 1077 Views
  • 1 replies
  • 0 kudos

🚩SEE ALL NOTES

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...

MollyB by • New Contributor II
  • 2953 Views
  • 6 replies
  • 4 kudos
Unanswered Topics
View all
ServiceTitan Academy Knowledge Base Community
© 2024 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2024 Khoros, LLC