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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
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  • 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
  • 1628 Views
  • 1 replies
  • 0 kudos

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
  • 2251 Views
  • 2 replies
  • 1 kudos

Resolved! Static caller ID

I want to set my caller ID to a static number- the knowledge base article is vague on how to accomplish this. Do I need to involve my CSM or am I missing the setting somewhere?Here's the knowledge base article that isn't helping! https://help.service...

JessicaSmith by • ServiceTitan Certified Administrator
  • 6033 Views
  • 8 replies
  • 0 kudos

Titan Score using Chat

It seems our Titan Score is going down because of our response time using Chat. Our CSR's Respond immediately. Not even a minute goes by. Could anyone give me some insight on how to increase our score or what is causing our score to go down because o...

Ameredith by • New Contributor
  • 3892 Views
  • 4 replies
  • 1 kudos

Resolved! Reclassify abandon calls

At the end of the day we have someone go through any abandon calls and reclassify them as to who answered and the reason that customer called. We try to keep out abandon call number as low as possible. But if someone hangs up before it rings in or th...

Financing

Why can the office side not send financing options to clients? Some of our estimates can be tens of thousands of dollars, and people need time to think it over. The tech cannot come back later just so they can stare at his ipad. We almost lost a big ...

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