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Any help would be appreciated...

Hello all! The whole office has tried to edit a customers account and whenever we go to click on edit contact methods the page reloads and does not open the contact methods. We are unable to remove contact information from the customer page at this t...

sgibbons5 by • New Contributor
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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...

Ashrum98 by • New Contributor II
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Most Improved Award

What would be a better title for "most improved award". Most improved indicates to me you were bad before. This is what I have researched this far. Do any of these sound great? Or any other recommendations? Most progress shownMost growth shownOutstan...

michelle54 by • New Contributor III
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Editing Customer Contacts Not available

Is anyone else having an issue when they go to edit a customer's contact information where you click on the blue "Edit Contact Methods" box and then the page automatically refreshes closing you out of the edit customer tab? this does not happen on th...

mleahy by • New Contributor III
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Deactivated Technicians

Is there a work around for deactivated techs on invoices that need an adjustment? If we have to make an adjustment invoice for a job a deactivated tech is on, it gives error code it can not be done with a non-managed tech. So we either have to go in ...

ladams76 by • New Contributor III
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  • 4 replies
  • 2 kudos

Contact Information

Since the new update you can no longer update phone numbers from landline to mobile and vise versa without having to delete the number and readd it to the account - no longer auto updates the location when you correct the customer profile either. Wit...

Next environment being glitchy?

Anyone besides me having an issue with the Next environment being glitchy? I am trying to record some processes and it is giving me a bit of grief.

MirandaMel by • ServiceTitan Certified Administrator
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  • 3 replies
  • 2 kudos

Update is cumbersome

The latest update is cumbersome for our office staff. It takes more clicks to verify valid phone numbers or email addresses on accounts, where as previously we could see those things at a glance. Very inefficient for busy days.Ideas?

dayphc_g by • New Contributor II
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  • 8 replies
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Outbound Call Reports

Hello, I am new to the service titan and trade industry! I work for a growing plumbing company, and I am wondering what reports are you guys running to do outbound calls? How often do you call the same customer? We recently called quite a few custome...

Ashrum98 by • New Contributor II
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  • 1 replies
  • 0 kudos

New Idea! Needs Votes!

Please vote! We would like to be able to turn off Member Savings in settings instead of going into each customer and turning it off. Don't Show Member Savings

Miranda by • ServiceTitan Certified Administrator
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  • 4 replies
  • 3 kudos
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