Posts
Resolved! ST Experience with prior hvac shop
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.
More information on CSR Scorecard
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...
Resolved! TitanAdvisor Updates
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...
Networx
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?
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 ...
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 ...
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...
