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...
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...
As the title suggests when my technicians are filling out the forms with conditional logic attached to them, the forms them selves are only displaying two fields of information that are technician signature and the smart fields with the customers inf...
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...
Are you guys noticing anything different in ST since the AI integrations?
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...
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...
I figured instead of reinventing the wheel and spending countless hours creating a solution for something I would come here first.We are wanting to form a best practice for the following situation utilizing what Service Titan has to offer internally....
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?
Is there a way to send a e-card to customers in bulk? We want to send Email Christmas cards.
| Subject | Author | Posted |
|---|---|---|
| ‎04-02-2025 02:58 PM | ||
| ‎03-31-2025 07:33 AM | ||
| ‎03-14-2025 08:51 AM | ||
| ‎03-04-2025 12:38 PM | ||
| ‎10-11-2024 06:06 AM |
