I created a system that works for us for Change Orders. There may be a different way, but this is the easiest way I've found to update projects.I go to the estimate associated with the project, and add a task. Typically I select "Service". If you kno...
Just a brief note to share - Once I discovered Project Substatuses, I've been using them religiously. I use them to run a search by Substatus to see which projects need which tasks each day. Here are some that I have created that are self explanatory...
Hi gang! I'm interested in utilizing our Content Portal to provide relevant information to all of our technicians. I have used this feature before on days when there are limited hours at suppliers, but I'm curious - which content do you provide, and ...
I have a customer who needs to be able to export all of the histories (notes) for their clients to put in their other system. They use it to track warranties and service agreements. Currently, I can't seem to find a way to export this information. Do...
I wanted to share a few tips based on questions that have come up recently. Keep track of Incomplete jobs in the past. Create a custom report on the Jobs dataset. Run the date range on Job Start Date. Run it from some date in the past through yesterd...
I saw a thread a few months ago reaching out for some Project Management best practices. I'm only about four months into migrating to Service Titan, but I wanted to share some things I've found that may make your experience better.At our company, I s...
Customers mean the world to us; we can never adequately express that. We want to take this opportunity to wish you and your family a very Merry Christmas and a joyous holiday season. May peace, love, and success always be with you. This time of the y...
Our office utilizes the chat function everyday, however, with multiple users accessing the function daily... Messages are lost, it would be great for each individual user to have their own tab or a notification to them that a contact back has been ma...
We were told during sales intro that pictures could be directly attached to pieces of equipment. I have just learned from our top notch on boarder that this is NOT POSSIBLE. The major issue here is that the pictures will get lost on the site of the e...
In the employees section under the people settings, it would be incredibly helpful to have the phone number column like how it is for the techs. Or the option to modify the columns in that section. OR, it would be great if there was an easy way for a...
