Question....we received a payment (deposit) from a client with multiple opportunities. Unfortunately, the person who received this deposit applied it to the incorrect opportunity. How do we apply it to the correct opportunity? is this an available op...
Is there an integration our option for customers for tip their technician during their payment processing? Thanks in advance!
We have a PDF form that we use which has 3 lines for the customer name and address. Line 1 is the location name so we use LNLine 2 is for the street address & name so we use LASNBut Line 3 is the City, State and Zip so I do not see a code for that. I...
Is anyone else experiencing issues calling out? Whenever I click the customer's phone number, it says it is calling my phone, but it never does and hangs up. Just trying to figure out if it is a phone issue or Service Titan.
ST works well as a CRM tool for CALLS, but not Emails. In the Customer Record, I can click on the phone number and ST will track that Outbound call that everyone can see/review. I would like for ST to do the same for Emails where I can click on the E...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5891We need more options when it comes to Forms. Please comment on the Idea additional changes we need! Note: I also submitted an Idea called "Audit Trail for Forms". Please vote for that if ...
Does anyone have a best practice in terms of how we should book jobs in order to accurately track leads flipped. If we want to emphasize and incentive our team to increase the amount of jobs flipped to our install crews we need to accurately access h...
In Aspire when I select a piece of equipment and put in the service log the date and information the service does not leave my service due and I can not get it to say the service was done.
Arming yourself with current, accurate, and actionable information on how to lower costs and increase profits is the best way to ensure the success of your business. Luckily, there are numerous ways for the trades to obtain that information, most com...
This seems like terrible design to me and i dont really see any options on the page to save settings. so when i first goto search i can sometimes only see 4 jobs on the screen while over half my screen is just empty space because the frame isnt big e...
