General

Posts

Custom Report

I am looking to make a custom report, one that includesJob DateTech Assigned To That JobLabor Hours On EstimateLabor Hours On InvoiceThe Difference Between The Labor Hours On The estimate & InvoiceTrying To Make A Report That AutoCalculates Billable ...

Collecting on existing invoices on mobil

Speaking with support, there seems to be no way for a tech to collect on an open balance from an invoice. We are having an issue with finding a way to collect on memberships that auto renew with services scheduled before they are paid. Regardless of ...

Philm1941 by New Contributor II
  • 109 Views
  • 0 replies
  • 0 kudos

need votes for my idea

We have recently added additional service managers to help manage our growing technician numbers. We assigned each manager several techs to manage and focus on while the service manager will keep an eye on the entire work force. We have noticed that ...

KellyB by New Contributor III
  • 174 Views
  • 1 replies
  • 2 kudos

Call x Call management process

Hi, everyone; I’m looking to gather some advice or feedback from anyone who has experience with Call x Call concepts and practices. If you’ve implemented them in your business, I’d love to hear what’s worked for you, any challenges you’ve faced, or t...

rmusser by New Contributor
  • 148 Views
  • 0 replies
  • 0 kudos

Resolved! Request for assistance

Good day everyone! I just started an office manager role, and have very little support from mgmt. I have never used ServiceTitan before and desperately need to find out who my point of contact/CSM is. Can anyone tell me the phone# to that department?

AngelaL by New Contributor II
  • 427 Views
  • 2 replies
  • 2 kudos

Resolved! Certified Provider Training

Hi everyone, my wife and I purchased a business that had service titan existing. We are in desperate need of certified training. How do we find a certified trainer please?

Purchase Order Alerts

Hello,We have an alert that was built to notify certain people in the office when a purchase order was created for a particular vendor, and was set to pending. This used to work where if a technician in the field created the PO, because the PO is aut...

DanielleT by New Contributor III
  • 617 Views
  • 0 replies
  • 1 kudos

iPad users cannot login

My lead generators use either Safari or Chrome on iPads. All of a sudden, they're not able to login. The screen is blank below the black bar that contains the menu items. The icon to sign in/out is missing. I tried clearing the cache and data. Uninst...

ACarl by New Contributor
  • 192 Views
  • 0 replies
  • 0 kudos