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Resolved! RECOMMENDATON NEEDED For a ServiceTitan Consultant or Freelancer

We have a need for a consultant or freelancer to help us transition data and setup from SAGE Accounting over to ServiceTitan. Also in need of someone to help us set up ServiceTitan in an effective way for scaling vs the way it is setup in SAGE today....

Notifications

How do you keep a text message going out if you check no notifications, do you have to delete the number from the account? For instance, I have a dad and son, the dad is on the son's account because he goes there when his son can't to let the tech in...

Hard Customers

How do you best handle upset customers who are very upset because the clients don't deal with them appropriately? For example, keep canceling appointments, never call back, and fix things only to have them break again in a couple of days.

Nige
by New Contributor
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equipment on invoice

I now need to manually enter equipment onto each install invoice. I use to be able to copy and past the equipment from the equipment list directly onto the invoice. ST no longer allows me to copy and then paste.Is anyone else dealing with this and wh...

lisamatz by New Contributor
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Resolved! Avatar ST Certified admin badge

I have noticed that other ST certified admins have a badge next to their name/avatar in their profile. I have completed my exam about 3 weeks ago. Is this something ST would automatically update or am I missing a step. Thank you in advanced.

RColon by New Contributor II
  • 1373 Views
  • 1 replies
  • 1 kudos

Customer Statements

What size window envelopes can be used to mail out customer statement since remit address on top right corner?

Pics/videos

Does anyone else have issues with your pictures and videos attaching to an estimate, but they are showing blank? 

IMG_2394.jpeg
JimMunz8 by New Contributor
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