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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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  • 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
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  • 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
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  • 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
  • 3828 Views
  • 6 replies
  • 4 kudos

Resolved! Lead generation turnover.

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....

tekkrack by • New Contributor III
  • 2579 Views
  • 3 replies
  • 0 kudos

Adding reminders

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?

Resolved! Bulk Email

Is there a way to send a e-card to customers in bulk? We want to send Email Christmas cards.

Jeni by • New Contributor
  • 1695 Views
  • 1 replies
  • 0 kudos
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