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Resolved! Estimates

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 ...

tlmj123 by New Contributor II
  • 2086 Views
  • 2 replies
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Credit Card Fees

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 ...

Denee by New Contributor
  • 7743 Views
  • 10 replies
  • 8 kudos

This just in: New Labels for Commercial and Construction!

Hello Titans!We're excited to announce that new labels have been added to community for our Commercial and Construction users. This will be the first of many improvements we look to make across community to better segment and identify posts, so you g...

wmanning
by New Contributor
  • 1210 Views
  • 0 replies
  • 5 kudos

Setting Time Limits on Abandoned Calls

Has anyone discovered a way inside Titan directly and not through phones pro to determine a time set on abandoned calls? We have it set at a threshold that anything under 15 seconds be determined short abandoned in Phones Pro, but they are all still ...

amanda_r1 by New Contributor
  • 3402 Views
  • 4 replies
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HTML to Plain Text

Im having an issue with my pricebook items being exported to quickbooks and removing the Service Titan HTML format. If I create the service task and edit the HTML with the correct tags, when an invoice is generated to QB it removes it and creates 1 l...

kgarvey8 by New Contributor II
  • 1228 Views
  • 0 replies
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Equipment Tab - Fuel Rates

We currently receive 3 types of fuel. I'm currently keeping the unleaded price per gallon in the fuel rates section under equipment. I would like to keep track of the other two types of fuel as well besides using Excel. Aspire has informed me that I ...

Resolved! Titan Advisor Score History issue

Is anyone else having trouble loading the Titan Advisor Score History? It tells me to "change the date range to display history" but changing the date range doesn't do anything!

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JessicaSmith by ServiceTitan Certified Administrator
  • 3158 Views
  • 4 replies
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Payment receipt feature request

I would love to see a feature added where you can send a customer one receipt for payments made on multiple invoices. Based on a conversation I just had with a ST representative the only "work around" is to send a statement, however, that only shows ...

meganmar by New Contributor
  • 1763 Views
  • 1 replies
  • 10 kudos

Suggestion

I just have a quick question – when I am exporting invoices into QuickBooks is there a way for the job information to get put into my QuickBooks notes? If not can I suggest that this happens sooner than late? In our shop not everyone is using Service...

Thrasher by New Contributor
  • 1598 Views
  • 1 replies
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We are looking to add duct cleaning to our services

Any suggestions on duct cleaning equipment? I am familiar with rotobrush, but not many other companies. Any suggestions on reliable and affordable equipment? We aren't looking for a full truck setup, just a portable machine that we can fit in a littl...

JerryCobb by ServiceTitan Certified Administrator
  • 2213 Views
  • 2 replies
  • 1 kudos