Posts

Resolved! Credit Card Processing Fee Invoice

Hi everyone!Does anyone know where to find the monthly invoice for merchant processing fees on CC payments processed through ServiceTitan Payments? I have looked everywhere and Support has been looking into it for 3 weeks now. I would think it is und...

Adriana by ServiceTitan Certified Administrator
  • 1008 Views
  • 5 replies
  • 1 kudos

Opportunity Follow Up Contact Phone Numbers

I think in the Opportunity Follow-Up screen you should be able to access the full customer contact details. At this point you are only allowed to contact the first phone number from the customer file from that screen even though you might need to con...

kbright by New Contributor
  • 823 Views
  • 2 replies
  • 4 kudos

Resolved! 5 star reviews for technicians

Is there a report out there that allows me to see a week or a months worth of reviews that technicians are getting?

LNorse by New Contributor II
  • 748 Views
  • 3 replies
  • 0 kudos

Plumbing Best Practices

Hi! I work for an HVAC company, and we are in the beginning phases of adding a Plumbing Division. Would anyone be willing to share general plumbing best practices with ServiceTitan? Any and all information would be extremely helpful! We are looking f...

rmarchman by New Contributor III
  • 575 Views
  • 1 replies
  • 0 kudos

Phone issues dialing out and sending texts

Is anyone else experiencing issues with their phones connecting with service titan as well as texting ? Phone lines dropping, calls ringing in twice but only one line has the customer on it ? Just trying to see what kind of issue this is or if its un...

Chels by New Contributor II
  • 851 Views
  • 3 replies
  • 0 kudos

Resolved! Logging a Task for a customer who doesn't have any jobs

We are a landscape lighting company so in our off season we get calls from people that want to have us come out for a quote in the spring. Right now we are entering them into ST as a customer and then putting them on an excel spreadsheet to track who...

HHertziger by New Contributor II
  • 843 Views
  • 2 replies
  • 0 kudos