Posts

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
  • 1262 Views
  • 2 replies
  • 4 kudos

Resolved! 5 star reviews for technicians

Is there a report out there that allows me to see a week or a months worth of reviews that technicians are getting?

LNorse by New Contributor II
  • 1352 Views
  • 3 replies
  • 0 kudos

Plumbing Best Practices

Hi! I work for an HVAC company, and we are in the beginning phases of adding a Plumbing Division. Would anyone be willing to share general plumbing best practices with ServiceTitan? Any and all information would be extremely helpful! We are looking f...

rmarchman by New Contributor III
  • 813 Views
  • 1 replies
  • 0 kudos

Phone issues dialing out and sending texts

Is anyone else experiencing issues with their phones connecting with service titan as well as texting ? Phone lines dropping, calls ringing in twice but only one line has the customer on it ? Just trying to see what kind of issue this is or if its un...

Chels by New Contributor II
  • 1321 Views
  • 3 replies
  • 0 kudos

Resolved! Logging a Task for a customer who doesn't have any jobs

We are a landscape lighting company so in our off season we get calls from people that want to have us come out for a quote in the spring. Right now we are entering them into ST as a customer and then putting them on an excel spreadsheet to track who...

HHertziger by New Contributor II
  • 1370 Views
  • 2 replies
  • 0 kudos

XOi Technologies Feedback

For those of you who use XOi Technologies in your business, what is your feedback, both pro's and con's, on your experience with XOi?

stephen11 by New Contributor
  • 1195 Views
  • 2 replies
  • 4 kudos