Posts

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
  • 1689 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
  • 847 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
  • 992 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
  • 5358 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
  • 2382 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
  • 600 Views
  • 2 replies
  • 3 kudos

Back 2 Basics - Leaderboard Update 2

Happy Friday! We know you've been patiently waiting for an update on the Back 2 Basics Leaderboard so here we have it Don't see your name on top of the board? Don't worry you have until 11/3 to get your name on the leaderboard. Need a fresher on the ...

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baraica
by Former Titan
  • 1205 Views
  • 9 replies
  • 6 kudos

Fall update

Hello, has anyone found a way to revert from the new update changes? We are frustrated with entering new customers, as well as editing an existing customer. Having to open a new page to edit the contact info is especially aggravating. Also, it has be...

Brandy1 by New Contributor
  • 793 Views
  • 2 replies
  • 0 kudos