General

Posts

Start a discussion

Sending invoice reminders

Is there a way to send invoice reminders without having Marketing Pro? We want to send reminders for unpaid invoices, and I called ST and they said we must have marketing pro to do this. Does anyone have a way to do this without marketing pro?

Customer Notifications

We would like to be able to attach our Home Repair & Maintenance Checklist either to the Dispatch Notification or Customer Appointment Reminder. This way customer can see all work we do so if they have other items while technician is onsite we can ta...

harpekat by • New Contributor
  • 1083 Views
  • 2 replies
  • 0 kudos

Town hall meeting

Yesterday I was out of the office and missed the Town Hall meeting that I had signed up for. Is there a way to view a recording of it?

KhianaKlatt by • Valued Contributor II
  • 652 Views
  • 1 replies
  • 0 kudos

Transferring a deposit payment

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...

Multiple Smart Fields

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...

MichelleR by • New Contributor II
  • 1547 Views
  • 4 replies
  • 1 kudos

Phone Issues

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.

Miranda by • ServiceTitan Certified Administrator
  • 2786 Views
  • 5 replies
  • 1 kudos

CRM Tool for Email's AND Calls

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...

alemke by • New Contributor II
  • 774 Views
  • 1 replies
  • 2 kudos

Make forms more customizable. ~Needs Votes~

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 ...

espielman by • New Contributor II
  • 978 Views
  • 1 replies
  • 0 kudos

Lead Flips Workflow

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...

LucasE by • New Contributor
  • 669 Views
  • 1 replies
  • 0 kudos
ServiceTitan Academy Knowledge Base Community
© 2024 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2024 Khoros, LLC