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Can I export forms to Excell?

We are trying to move away from tracking techs with paper. I have created a form to go on each job that mimics the paper form they were using. Is there a way to export these forms so I can look at all the jobs from one day in one place?

April by • New Contributor II
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Resolved! Down Time

Hello, I work for a growing plumbing company, I was wondering what do your CSR's and Dispatchers do during slow times? Somedays we will take calls all day and sometimes it will be in random burst throughout the day. Do you have a list of things to ke...

Tiffy76 by • Contributor
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  • 6 replies
  • 3 kudos

Call monitoring software

I am a call center manager for an HVAC company, I am looking for software that works with service titan and primarily gives us the ability to live monitor agents screens and what is being done on their screen. What are some suggestions around this fo...

Resolved! Customer Loyalty Program

Looking for best practices & how HVAC companies are setting up the loyalty program in ST. Specifically:How are you awarding/accumulating points?How many points is each dollar is worth?Are you awarding points only to customers who maintain a membershi...

Jase1000 by • New Contributor III
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  • 6 replies
  • 1 kudos

Pop Up Messages

Hello everyone,Is it just me, or does anyone else out in the Titanverse become annoyed with the amount of Titan says pop ups? Some of them are useful, but it would be wonderful not to have so many of them.

Resolved! Upset customer

How do you best handle upset customers who are very upset because the clients don't deal with them appropriately? For example, keep canceling appointments, never call back, and fix things only to have them break again in a couple of days.

Nige by • New Contributor
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  • 2 replies
  • 1 kudos

Resolved! Feedback on Service Titan Platform and Communication Features

I recently joined Service Titan, and so far, I'm not impressed. There are a couple of things I've noticed, particularly with emails. I want to customize template emails for estimates, invoices, and customer experience feedback. However, I'm unable to...

ms1 by • New Contributor
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  • 0 kudos
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