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?
Posts
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...
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...
The AUDACITY - Get Rid of Required Fields for Contact Information
Stop forcing your ServiceTitan clients into 1 method of doing things!We leave the contact fields on the location pages blank on purpose and now you are forcing us to fill in information I do not want filled in!We call People, Not Houses! We put the c...
Loss of information when batching/exporting.
Does anyone else have loss of information when batching/exporting invoices/payments. The service location no longer creates or matches invoices to that location. It puts everything in the parent company. It doesn't carry over payment terms. email add...
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...
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...
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...
