I have been informed by our accountant in Canada ( we are a Canadian company) that the invoices we receive from Service Titan do not show Service Titan's HST number on them . This is required in order for us to claim the HST we are paying them. Can s...
Does anyone know of a gift card platform that integrates with Service Titan so that you can sell gift cards for your services and the recipient can redeem the gift card for services?
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?
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...
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...
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...
**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 ...
If you are in or around Tampa, FL please join us Saturday, October 28th to watch the HVAC National Championship event Live!! This event will be televised on CBS Sports Network, but don't miss your chance to be in the stands rooting for the competitor...
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.
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....
