Is there a way to send invoice reminders without having Marketing Pro?
We want to send reminders for unpaid invoices, and I called ST and they
said we must have marketing pro to do this. Does anyone have a way to do
this without marketing pro?
We would like to be able to attach our Home Repair & Maintenance
Checklist either to the Dispatch Notification or Customer Appointment
Reminder. This way customer can see all work we do so if they have other
items while technician is onsite we can ta...
Question....we received a payment (deposit) from a client with multiple
opportunities. Unfortunately, the person who received this deposit
applied it to the incorrect opportunity. How do we apply it to the
correct opportunity? is this an available op...
We have a PDF form that we use which has 3 lines for the customer name
and address. Line 1 is the location name so we use LNLine 2 is for the
street address & name so we use LASNBut Line 3 is the City, State and
Zip so I do not see a code for that. I...
Is anyone else experiencing issues calling out? Whenever I click the
customer's phone number, it says it is calling my phone, but it never
does and hangs up. Just trying to figure out if it is a phone issue or
Service Titan.
ST works well as a CRM tool for CALLS, but not Emails. In the Customer
Record, I can click on the phone number and ST will track that Outbound
call that everyone can see/review. I would like for ST to do the same
for Emails where I can click on the E...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5891We need
more options when it comes to Forms. Please comment on the Idea
additional changes we need! Note: I also submitted an Idea called "Audit
Trail for Forms". Please vote for that if ...
