Posts

Sending purchase orders through text

We have run into some vendors who do not like us creating POs through ST because they prefer us to text our orders in rather than email them. Has anyone else found this to be a problem? Currently, ST does not allow POs to be sent via text. Would anyo...

KhianaKlatt by Valued Contributor II
  • 2069 Views
  • 10 replies
  • 2 kudos

Resolved! Recording company cell phones

I am trying to find out what we have to do to get the cell phone conversations recorded that currently are not. Typically, our customers call a number which is ported to a cell phone used by our HVAC manager. That call is recorded. Then he will most ...

Resolved! HVAC Pricebook set up

Does anyone know who can help me set up my pricebook for HVAC. It seems like my onboarders do not even have a reasonable suggestion. ThanksKevin

kkreutzer by New Contributor
  • 1599 Views
  • 4 replies
  • 1 kudos

audit trail question

How come I do not see an audit trail of when this customer was changed on this job and who changed it? This would be nice to be able to see when someone changes information within the job details.

lincolna by New Contributor
  • 739 Views
  • 1 replies
  • 2 kudos

Resolved! RECOMMENDATIONS NEEDED!

I am needing some recommendations for a "tent" like structure for our technicians to have in the spring when it is raining. We are wanting something big enough to place around the condenser and cover the technician and the condenser if it is raining ...

jmoutray by New Contributor II
  • 1256 Views
  • 2 replies
  • 0 kudos

Resolved! Credit Card Processing Fee Invoice

Hi everyone!Does anyone know where to find the monthly invoice for merchant processing fees on CC payments processed through ServiceTitan Payments? I have looked everywhere and Support has been looking into it for 3 weeks now. I would think it is und...

Adriana by ServiceTitan Certified Administrator
  • 1695 Views
  • 5 replies
  • 1 kudos

Opportunity Follow Up Contact Phone Numbers

I think in the Opportunity Follow-Up screen you should be able to access the full customer contact details. At this point you are only allowed to contact the first phone number from the customer file from that screen even though you might need to con...

kbright by New Contributor
  • 1258 Views
  • 2 replies
  • 4 kudos