Posts

Resolved! Real estate company customer/location records

We work with multiple real estate companies and buyers to provide real estate inspections before a purchase. With regard to customer cards and locations, what is the recommended way to keep track of real estate companies with multiple agents who have...

Email section

On the customer profile page, under the email section, there is nothing listed even though we have emailed invoices, estimates, and forms from both the mobile and office. What emails are supposed to show there?

user_4411 by New Contributor II
  • 712 Views
  • 3 replies
  • 2 kudos

Copy/Paste Text from Images in Office

Our field team doesn't always get new equipment information saved to file while on-site which means our office staff will make the data entry after the fact during the review process. Our office team has been hand keying all of this information and.....

Resolved! Preffered Technician

On our account it no longer allows us to set a preferred technician to a customer's profile. It only populates management and previous management in the dropdown menu. Anybody having this issue or have any advice? Thank you!

Resolved! Group task

Can I create task and assigned to a group verse one person ? if so how can I ?

katOHA by New Contributor
  • 567 Views
  • 2 replies
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NEW Canadian User Group has launched! 🐻

Are you located in Canada or are you working for a Canadian company? We have a new group that is designed just for YOU!Our Canadian User Group launched this week! It will be used to share Canadian workarounds within ST, to share resources that are he...

Canadian group 2.png
KhianaKlatt by Valued Contributor II
  • 470 Views
  • 1 replies
  • 1 kudos

office to tech phone calls

Does anyone know if there is a better way for the office to be able to call a field technician through ST and have it recorded and accessible on the job they are working on?

jporter by New Contributor
  • 696 Views
  • 4 replies
  • 1 kudos

Resolved! Customer issue ticketing

I am enquiring if Service Titan has a ticket system to track customer issues. This way, when customers call in with an issue, the team can create a ticket in the system.

katOHA by New Contributor
  • 656 Views
  • 1 replies
  • 0 kudos

Resolved! Problems with our forwarded phone....

this morning I came into work to find out our phone number is answering but telling the customer the line is out of order... The phone number is our advertised number. We had to give up this number so that Service Titan could use this number to forwa...

AngieBeri by New Contributor III
  • 1131 Views
  • 3 replies
  • 0 kudos