ServiceTitan Community

What is the best way for the technicians to collect model & serial numbers in Service Titan?

Is there a way to get a clear explanation of what the difference is between "invoice" and "project"?

When a customer signs an estimate from home, they think that the job is automatically booked. A report that shows sold estimates without a booked job would be ideal, but I cannot find one. Solutions?

How do you track the progress of your permits?

We are working on trying to make a nice streamlined system for tracking a permit as it goes through processing to inspection to excavation to resolution, etc. I thought about listing the steps in one note on the job, then just editing as each step ge...

How come recurring services don't automatically generate more jobs when the year comes back around to their original monthly membership start date? I have to physically go in and add more visits for ALL my monthly membership customers.

Project Costing Report?

Is it possible to create a "Project Costing Report"? Currently, the job costing report only pulls data from one specific job. Project costing is possible if you open each individual project, but this is time consuming if we want to be able to create ...

I would like to make a suggestion: Is there a way that we can add a note tab to estimates when being dismissed? We would like to know why a customer decided not to go with an estimate if it was provided.

Managing Permits & Inspections

RE: TRACKING PERMITS AND INSPECTIONS We have not gone live yet so not certain about the exact flow of everything. In our old software there was no "follow up" management built in. I am wondering if the follow up feature is the best way to keep up wit...