Catching up on scheduling overdue maintenance appointments and what I like to do is send a "mass" email template from Outlook to the exported list of email addresses and then book from the replies that I get. I've always had amazing response this way in short periods so each time I've been tasked to catch up overdue recurring services - that is my go-to.
The issue I have is logging the follow up. The process is > Recurring Service page, select Log a Follow Up, select Sent Email from the Log Template drop down, check Copy to Location Notes, check Copy to Customer Notes, select Save.
My issue : as easy as it is to export the list to get the email addresses from - why can't I find an easy process to log the Sent Email follow up note to ALL of the accounts AT ONE TIME ?
When the list populates from the criteria on the Follow Up tab, Recurring Service Events - Service Titan used to not have the option to select records. I was hoping being about to select records would give more options than exporting. Is there something I am overlooking ?
As much as I love Service Titan - I've been away from it for almost 4 years and feel like a beginner by how much has CHANGED...and I was a guru at it ! 🙂
Any suggestions / solutions are GREATLY appreciated !
You're welcome for meeting me !
