Posts

Form Fields Usable for Audience Building

Hi ST, As a company, we would find it amazingly useful if form fields could be called on within the location field on the Audience Builder. For Marketing Pro, we want to be able to harvest specific info to best serve our customers needs. We think hav...

Skyler by New Contributor
  • 1337 Views
  • 1 replies
  • 0 kudos

Tools Required Checklist (Plumbing)

Hello! I recently misplaced our sheet that has a list of tools "required" or recommended that our new hire techs have in order to be able to get to work in the field. Please share yours! If you prefer, you can email me at maria@scottharrisonplumbing....

mariahar by Contributor II
  • 1258 Views
  • 1 replies
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Service in your Name...But not in your support

You call yourself ServiceTitan, but getting technical support from your company is nearly impossible. No where could I find a support number to call, you don't have a real direct link to support on your menus, and when I contact my "SUCCESS MANAGER" ...

dnichola by New Contributor
  • 5702 Views
  • 13 replies
  • 4 kudos

Resolved! Does Service Titan Care About the Rest of Us?

We pay the same as HVAC/Plumbers/Electricians but get little to no respect from Service Titan when it comes to value added features. I understand business dynamics, that HVAC is you larger customer base, but how many others are like us and have to us...

aaddean by New Contributor
  • 3608 Views
  • 6 replies
  • 3 kudos

Search by User Activity

I would like to search for activity by user. Specifically the POs I create, the notes I make and projects I am involved with.

Follow Up Board

I feel like I saw this before, but can't find it. I'm wanting to change the default follow up date. Currently it is set to 2 days if the Technician doesn't change the date manually at the end of the apt. However, we have many instances of going throu...

hannah00 by New Contributor
  • 1672 Views
  • 2 replies
  • 0 kudos

CUSTOMER PORTAL

Can the customers access their accounts from the customer portal? Can they see a history of work done? Pictures? If not, is there a way for the customers to access their accounts to see such things?

asvchesa by New Contributor III
  • 1821 Views
  • 1 replies
  • 1 kudos

Material Cost History

Does anyone know a way to track manual cost changes on material. It would be great to know when and who updated the cost on materials we have in our price book. I don't see a way to do that. As we are working on estimates and invoices the boss wants ...

chris-zeww by New Contributor III
  • 1780 Views
  • 2 replies
  • 0 kudos

Suppliers phone numbers Dial option

I'd like to add Suppliers to Service Titan, and have a drop down for the tech to indicate Which Supplier they are going to order parts from, AND a drop down to Call that supplier, so the call can be recorded. Along the same lines, I'd like to have ca...

mbrech by New Contributor II
  • 1107 Views
  • 1 replies
  • 1 kudos