Passed the Certified Administrator test!!
Finally passed all my exams and now I can say I am officially a Certified Admin!
Posts
Toolbox Live in San Antonio!
Is anybody else going?? I just got registered and rooms booked!
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...
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?
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...
Offering customers the option to tip their service tech…
Is there an integration our option for customers for tip their technician during their payment processing? Thanks in advance!
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...
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.
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...
