Posts

Did you decide on a Flat Rate Pricing Option?

I have been looking into a few NSPG, The New Flat Rate, & Profit Rhino. If you have any thoughts on all or any of the above, please let me know. We have been using ST for over a year now and find that we would like to option to have our tech's up sel...

by Former Community Member
  • 835 Views
  • 3 replies
  • 0 kudos

Time Sheet Accuracy for ADP Payroll

We use ADP for payroll. We try to calculate the hours that our technicians plug in and they seem to be right in most cases. But there is a hand full out of 24 technicians that just seem to be off. We want to know how does ST round the time generated ...

by Former Community Member
  • 466 Views
  • 0 replies
  • 5 kudos

Resolved! Non membership reports

How can pull a report for non membership customers? When marketing to your existing customer base you want to send different offers to non membership customers.

tomkohbe by New Contributor II
  • 1039 Views
  • 3 replies
  • 1 kudos

Technician Revenue Tracking

We are about 3 weeks into Service Titan and are more than a little frustrated with our experience. I'm the operations manager and I've been trying to educate myself on the various reports. Specifically, tracking the productivity/revenue of our techni...

by Former Community Member
  • 980 Views
  • 5 replies
  • 1 kudos

Resolved! Mobile User Guide

We have been using Service Titan for 2 months. We did not use I pads at first and are planning to progress to this in the next month. I am having difficulty locating an operational guide to study and ultimately teach our techs. Where should I be look...

by Former Community Member
  • 841 Views
  • 3 replies
  • 0 kudos

ID category in Excel export

I've notice that when exporting a Active Member Report into excel, it created an ID category in Column A and assign each of my account a unique 6 to 7 digit number. Is this ID number anyway searchable in ServiceTitan? Is ID constant? Where does it co...

by Former Community Member
  • 734 Views
  • 3 replies
  • 0 kudos

How should signatures flow from estimate to invoice?

Hi all, By default, when a technician sells an estimate, the authorization signature from the estimate does not become the authorization signature of the invoice; the technician must recollect it for the invoice. We have a configuration where the est...

by Former Community Member
  • 984 Views
  • 5 replies
  • 2 kudos

Resolved! mobile

is there a way for techs to see previous jobs for the week and also can they see their material for the week

leonard_ by New Contributor
  • 733 Views
  • 2 replies
  • 2 kudos

Who else has this issue

This problem is wasting so much of our sales teams time. I have to believe everyone else has issues here too. It's preventing me from duplicating estimates quickly. It makes the tablet feature almost useless. It was approved to be fixed once already ...

blutz by Contributor III
  • 631 Views
  • 3 replies
  • 0 kudos

TRACKING OUTBOUND CALLS

IS THERE A REPORT OR A SECTION IN THE DASHBOARD TO TRACK OUTBOUND CALLS MADE BY THE CSR'S? I WANT TO BE ABLE TO KNOW HOW MANY OUTBOUND CALLS WERE MADE THROUGH SERVICE TITAN ON A DAILY OR WEEKLY BASIS

strujill by New Contributor
  • 974 Views
  • 5 replies
  • 6 kudos
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