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.
Posts
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...
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 ...
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...
service due and service logs
In Aspire when I select a piece of equipment and put in the service log the date and information the service does not leave my service due and I can not get it to say the service was done.
How Attending a Trade Show can Improve Your Business
Arming yourself with current, accurate, and actionable information on how to lower costs and increase profits is the best way to ensure the success of your business. Luckily, there are numerous ways for the trades to obtain that information, most com...
I cant be the only one who thinks the new search is awful. why hasnt it seen any improvements?
This seems like terrible design to me and i dont really see any options on the page to save settings. so when i first goto search i can sometimes only see 4 jobs on the screen while over half my screen is just empty space because the frame isnt big e...
3rd party who checks your phone numbers and phone lines
Does anyone use a 3rd party vendor to check their phone lines on a weekly/monthly basis? We are looking for a company that can check them for us. I would like to get data on all 250 phone numbers of ours like:Does it connectTime to connectTime to ans...
Equipment details on invoices are not saving
Starting yesterday, we haven't been able to save serial numbers of equipment or the install/warranty dates. After entering this information and saving, if we reopen the equipment details all the information didn't actually save. This has also led to ...
STCA
Is there a next level of the CA program and if not is there one in the works?
