Posts

Anyone offering gift cards?

I'm looking for a way within Service Titan to offer gift cards for our services to customers. Has anyone successfully done this and how did you set up your workflow?

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
  • 1563 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
  • 1353 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
  • 2019 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
  • 1025 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
  • 1210 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
  • 6371 Views
  • 16 replies
  • 1 kudos