General Office

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🚩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
  • 3410 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
  • 2323 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
  • 1572 Views
  • 1 replies
  • 0 kudos

Is there a bug with Addresses?

I have noticed today that any new address I enter is not found and I have to end up entering it manually. Anyone else noticed this?

Miranda by ServiceTitan Certified Administrator
  • 2964 Views
  • 5 replies
  • 0 kudos

Invoicing

Is there a way to let the office know an invoice needs to be billed out for special billing or to let the office know the customer wants a printed copy of the invoice mailed out.

Team Training

Greetings! Our company just implemented Service Titan last week and welcomed a new receptionist onboard. We're currently looking to assess the progress of their training, but we're unsure about accessing this information post the go-live phase. Any g...

Sales Job Processes & Procedures

Hey Fellow Service Titan Users!! Anyone have any processes and procedures they would be willing to share for a plumbing sales role?We have an individual that completes our plumbing inspections and provides estimates for softeners and water heaters. T...

amandamk by New Contributor
  • 2059 Views
  • 3 replies
  • 2 kudos

New Year Prep?

I am wondering when everyone here analyzes this year and starts rolling out any new policies and procedures for compliance at the beginning of the new year. Personally, I’m one to look ahead and make the most of my last 90 days if possible. That usua...