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Posts

Add date entered on Technician page in Settings

Is it possible to add a column to the Technician Page in Settings that says what date they were entered into Service Titan. This would help tremendously with reconciling the monthly invoice, as we have 3 diffferent Business Units we split cost into. ...

Piccinini by New Contributor II
  • 68 Views
  • 0 replies
  • 0 kudos

Hello!

Hi Everyone! My name is Autumn! Just wanted to introduce myself

adonohue by New Contributor
  • 130 Views
  • 1 replies
  • 0 kudos

Labels - Water Treatment

There are labels for HVAC, Plumbing, Electrical, etc. Can we get one for Water Treatment?! So those of us in the Industry can more readily see each others questions/concerns? (It also sort of stinks that I have to put a "label" on my question - but W...

JillyBean by New Contributor III
  • 134 Views
  • 0 replies
  • 1 kudos

Service Titan error 503

Are anyone having any issues accessing the servicetitan page. We are getting error 503 and unable to connect to their servers.

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Drolvens by New Contributor
  • 859 Views
  • 12 replies
  • 6 kudos

Sending Invoices via Text Message in bulk

Why is it possible to send customer statements and outstanding invoices in bulk via email, but not via text message? ST has the capability to send invoices via text message, but for some reason, you have to do it one at a time. We have hundreds of cu...

kschloss by New Contributor
  • 232 Views
  • 0 replies
  • 0 kudos

Mass Update - Location field

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...

Customer Portal and Estimates

Am I understanding correctly that ST does not currently have the capacity to use the Customer Portal to view estimates and sign documents?

Errors on invoices that have deactivated technicians

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...

leprevos by New Contributor
  • 314 Views
  • 1 replies
  • 0 kudos

Question

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

josueperez by New Contributor II
  • 277 Views
  • 1 replies
  • 0 kudos

Discount Membership

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...

jordan_y by New Contributor
  • 384 Views
  • 2 replies
  • 0 kudos