Coming from a SQL background and know this is quite easy in SQL or SOQL (Salesforce), I wanted to pose this question. I have a csv sheet with two fields. One column is a record ID that matches to a custom field on our ServiceTitan location record. th...
Am I understanding correctly that ST does not currently have the capacity to use the Customer Portal to view estimates and sign documents?
I have been having issues with Service Titan and invoices that need adjustments with deactivated employees/technicians. I do not understand why we have to go into the technicians and re-activate an old employee, then change them to managed tech, do m...
hello, I'm trying to set up my profile and its asking me to ask a question. I guess my question is how to ask a question on the forum? @Bloomfields
Has anyone found a way to discount a membership invoice? We offer a 10% discount to seniors, but don't see a way to apply a discount without manually editing the price in the invoice. This is fine for employees in the office, but not efficient for th...
We have an opportunity to take on a "partnership" with an existing business that entails taking over their residential hvac and plumbing in our area. This is not a purchase and not a growth of necessity, but rather a favor to this other company to co...
When multiple techs are on the same job you have to make sure you are synced and not typing at the same time when working on an invoice, if someone syncs after you when typing an invoice it'll delete what the second person had typed. It would be very...
I wish that Service Titan would stop coming out with so many unnecessary updates that create nothing but problems and instead update and resolve long term issues that many of their customers have complained about for a while... Most of the time I cal...
Does anyone know the purpose of labels for contacts? I can’t find anything explaining their benefit.
In the commercial world, we often get request from property owners or managers wanting to know what equipment is at a location. Can you make it to where we can print and email location equipment list?
