Integrations

Posts

Connecting service titan to callrail via zapier

Has anyone connected service titan to callrail via zapier? I can't even get past the service titan "secret code" key part to get zapier connected. What are the steps? Connect zapier to to service titan then connect zapier to callrail?Also, I want cal...

JudyOrr by New Contributor
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Adding rules to forms

Could there be a way to incorporate adding a rule to a form that when a specific line item is checked or marked that it can be formatted to trigger a different form to be required?

jboswell by ServiceTitan Certified Administrator
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  • 2 replies
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Equipment Tracking

Is there a type of software used to track equipment like Sewer cameras, Augers, Ect? GPS would be preferable to protect agents theft.

Travers by New Contributor II
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phones pro- auto fill cust info

any updates on the horizon for Phones Pro to auto fill cust information when creating a new customer in ST on he call booking screen if the customer not already in the system.not sure if this can happen with out the dial Pad and ST speaking to each o...

titanz1 by New Contributor II
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Did you know ... ? Easily share your Zaps!

Hi all! When we were getting this new board ready to share with you, I discovered that Zapier recently made it even easier for you to share Zaps with others. Check out the article here. Did you know this already (or am I behind the times)? How many o...

e_dunn
by Former Titan
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  • 2 replies
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Aspire questions

Anyone have any further suggestions for the questions below? My responses are in italics. How can we add finance charges with calculations already figured in to specific customers? We will need more information on this. Are you asking about adding a ...

JN by New Contributor
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  • 2 replies
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Greensky Integration

New to Greensky... So... how often does GreenSky update payment factors on their side but they don't get updated in ServiceTitan? I have a very upset customer whose loan docs came through with a monthly payment $100 higher than the calculator showed....

JessicaSmith by ServiceTitan Certified Administrator
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  • 2 replies
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