Titan Lounge

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Welcome to the Titan Lounge!

Hi everyone and welcome! Whether you've just joined or have been with us for years, this is the perfect spot to introduce yourself, celebrate achievements (like earning your ServiceTitan Certified Administrator certificate or joined Torch Network), a...

e_dunn by Former Titan
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  • 3 replies
  • 37 kudos

Task Codes on Online Estimates

Is there a way to hide task codes from Estimates when viewing online? When a customer clicks the "view estimate" link in the email we send via ServiceTitan, the task CODE appears rather than the task NAME. It is very confusing to the customer and doe...

Hello

Welcome to all new users !!

RPHRiley1 by ServiceTitan Certified Administrator
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  • 0 replies
  • 0 kudos

Tech lead conversion for service

Is there a toggle somewhere that will allow the Comfort Advisor task to count as a conversion for the service technician? When they flip the lead it is showing 0% conversion for that call. I understand it is because they sold a $0 estimate for the Co...

Resolved! How Can I View Journal Entries in QuickBooks Online?

I need to view journal entries in QuickBooks Online but am not sure how to locate them. Can someone provide a step-by-step guide on how to access and review journal entries? Are there any filters or settings I should use to find specific entries? Any...

Resolved! What Should I Do About Intuit Download Manager Errors?

I’m experiencing errors with Intuit Download Manager and need help resolving them. What are some common causes of these errors, and what steps can I take to troubleshoot and fix the issues? Any advice on how to handle or prevent Intuit Download Manag...

Resolved! What Is QuickBooks Error TD500 and How Do You Fix It?

I’m encountering QuickBooks Error TD500 and need help figuring out how to fix it. What are the common causes of this error, and what steps should I take to resolve it? Any troubleshooting tips or solutions for QuickBooks Error TD500 would be greatly ...

Resolved! How Do I Resolve QuickBooks Rebuild Error 213?

I’m encountering Error 213 while trying to rebuild my QuickBooks data file. Has anyone experienced this issue before? What are the steps to resolve QuickBooks Error 213 during the rebuild process? Any tips or solutions to fix this problem and prevent...