Occasionally we have employees who need to have misc expenses reimbursed. This is something I would love to be able to track in ST via the payroll approval function (possibly). In the meantime I was wondering if anyone out there has a way they are do...
So... Ive moved to a new shop and am wondering how to bring my prior years of experience to my account at my new shop... Shooting for the Torch network, but Titan sees me as a new user. Ive been on Titan since 2017. 2 months at my current (new)shop.
Being able to type and view details for all call classifications that are viewable in the CSR Scorecard would be a great idea. That way any person can get a full view summary of every incoming call and what it was for just by reviewing the CSR scorec...
Does TitanAdvisor update automatically daily or does someone at ServiceTitan actually push a button? I ask because I usually see it update somewhere around 6:00-6:30 pacific time. Today I actually want to see the update because I made a bunch of chan...
Does anyone use Networx as a lead gen? Have you had any luck? Also I was told they integrate with Service Titan but I dont think thats the case. Do you have the integration?
I feel like I'm going nuts! I know for a fact I put our general exclusions, wording, etc on our estimates. I went in and physically put it in there. I don't recall how and now when I go to pricebook Templates, it says I have none. But I'm looking at ...
As of today, Canadian businesses are legally permitted to charge credit card processing fees for customers using credit cards for purchases. https://www.cbc.ca/news/business/credit-card-surcharge-shop-1.6606997 I am looking for a way I can have this ...
