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....
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....
Good morning!! Does anyone know where Pantheon 2024 is going to be located?Thanks!!
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...
Christmas will be here soon and with that brings holiday parties! What do you get your techs and office staff for Christmas gifts?
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 ...
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...
We knew it would happen eventually! The first cold snap is coming to our area on Monday (of course a Monday!!). What are some of your best tips/tricks to manage the influx of calls coming in? And how do you best support your CSR's when it gets so bus...
Did you miss our YETI cooler giveaway at Pantheon, no worries! We still have two more to give away this month to our top referrer! Here's how to win:Refer Friends: Share our software with friends you think would love it. By doing so, not only do you ...
We have been having a discussion in our office about how can we send a contact card to a customer through Service Titan. Either when they get the text message that the technician is on the way or when they get the confirmation text the day before. As...
Great minds assemble! Curious minds want to know: How are you leveraging Generative Content Rules to level up your invoice emails and summaries? Beyond the provided ST prompts, what creative prompts are making a difference in your content game? Let's...
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