how can I add material mark-ups?
I have not been adding material mark-ups in Pricebook Pro. I do not see where to do this. Need HELP!!!!
Posts
CSR Efficiency & DialPad Reports that are Locked
We are trying to evaluate the efficiency of our CSRs. In watching Dial Pad webinars and speaking to ST Support, there is more reporting than is currently being offered to us. We would like to have access to the following: Heat Maps: Please let us see...
Resolved! Time Based Pricing
Hello,I was looking through the settings and it occurred to me: There is nowhere to set time-based pricing in ServiceTitan. Why shouldn't we be able to say that after 5:00pm our price increases a certain percentage etc. Or even just being able to dup...
Resolved! Customer on hold time
I am gathering data for my CSR's and one piece of information I'm needing is the average on hold time. We use phones pro and dialpad. Thanks in advanced!
How To Export Phones Pro Reports?
I am trying to figure out how to export the data from the Phones Pro/Dial Pad reports. Does anyone have a secret to getting the data to Excel? I'm trying to get data regarding missed calls (calls that agents let go to our back up number when they cou...
Marketing Pro Overview Dashboard
Does anyone know why my overview dashboard on Marketing Pro would not be displaying the correct Expense to Income Ratio? No matter what time period I set to display, it only shows 1%. I know this is incorrect because if I do the math based on the mar...
Marketing Pro/Audience Builder: Want to target repeat customers
The audience builder needs more options like the reports section.I want to be able to target certain customer segments like repeat customers. However, I can't see repeat customers or customers who have a total/overall high value based on the options ...
Phones Pro
Hello Everyone!We have a team of 5 CSR's and as we grow, we are looking for additional quality control for our team. We are looking into ST Phones Pro, but have seen mixed reviews. Our team is currently struggling with long hold times/not getting the...
Is there a way to bulk add unsubscibed email customers from Constant Contact?
We are new to Marketing Pro, having previously used Constant Contact for our emailing needs. I have a list of customers who have unsubscribed from our email list. Is there a way to get this into Service Titan in bulk rather than individually updating...
Phones Pro and Desktop Phones
Is there a way to set all our desktop phones to ring out our default business number, I tried going into the dialpad app and there wasn't an option for our default # and then I went to the web version and selected "Your Devices" from the profile and ...
