Posts

Back 2 Basics - Leaderboard Update 3

We're ringing the weekend with the LAST update of the contest! That's right- we're only 6 days away from closing the contest. Where do you rank? Have you posted in the Titan Lounge? Checked out the latest article from Bill? We have more surprises com...

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baraica
by Former Titan
  • 822 Views
  • 6 replies
  • 4 kudos

Statements not Correct

As I am doing my monthly statements, I am noticing some errors. 1, the payments made are not in order as received and that is going to have some customers asking questions. And so far, 2, the BIG ONE, it is showing invoices on the statement that have...

Screenshot 2023-10-27 091549.jpg Screenshot 2023-10-27 110625.jpg
dwhite45 by Valued Contributor
  • 861 Views
  • 5 replies
  • 1 kudos

Resolved! Contact Method Required

I personally do not like having to have a contact method required. On our locations, sometimes we do not have a contact method. On rental properties, we do not like to put the owner's number on the location and we do not always have the tenant's numb...

dwhite45 by Valued Contributor
  • 1239 Views
  • 6 replies
  • 4 kudos

Recording Extended Warranties in a Customers Profile

**THOUGHTS AND SUGGESTIONS PLEASE**I would like to know how everyone records when a customer purchases an extended warranty. Currently we are adding this as an "Equipment" but are not convinced this is the best way.We would like for it to be visible ...

Jess by ServiceTitan Certified Administrator
  • 635 Views
  • 3 replies
  • 0 kudos

Hello

Hi everyone- my name is Sandy. I just joined on with a Radon Mitigation company using Service Titan. Looking to learn the system and become an Subject Matter Expert with this platform.

Resolved! Account Managers

Is there a way to assign account managers to customers/locations? This would be a helpful add to the CRM and would allow for reporting based on account management responsibilities....

AaronB by New Contributor
  • 750 Views
  • 3 replies
  • 0 kudos

Resolved! Pantheon 2024?

Good morning!! Does anyone know where Pantheon 2024 is going to be located?Thanks!!

Theturbo45 by New Contributor II
  • 3938 Views
  • 16 replies
  • 1 kudos

Stay Tuned! New ST Community Group Coming Soon!

Happy Monday! I am so excited to share a new group that is coming to the ServiceTitan Community! This group will be for small business leaders. Our purpose is to have a place for the little guys in the industry to come together, learn from one anothe...

Miranda by ServiceTitan Certified Administrator
  • 1834 Views
  • 17 replies
  • 9 kudos

Employee Christmas Gifts

Christmas will be here soon and with that brings holiday parties! What do you get your techs and office staff for Christmas gifts?

Miranda by ServiceTitan Certified Administrator
  • 409 Views
  • 2 replies
  • 3 kudos