Posts

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
  • 1410 Views
  • 3 replies
  • 29 kudos

Hi

Hey everyone, I have been working in Service titan for about 4 months. It is so nice to start to see everything come together once you learn all the different functions. What is your top tip or trick you have encountered so far? Thank you, Kelley Mat...

Kmatheny by New Contributor
  • 321 Views
  • 4 replies
  • 3 kudos

New kid on the block

Hi Titan ladies and gents! New to discussions and posting in community. WHo all on here will be going to Orlando Sept. 30th? This is my 1st conference. Any tips? My colleague and I are trying to cover as much ground as possible. The agenda looks so g...

KClark03 by New Contributor
  • 226 Views
  • 2 replies
  • 2 kudos

Hello happy to be here!

Hi Guys,My name is Milly so excited and happy to be a part of these discussions. I have been a part of service titan for 2 years now and have just became certified! Excited to get to know you all.

Mila1 by New Contributor
  • 172 Views
  • 2 replies
  • 1 kudos

Hello!

Hi All! I am mainly posting because it's the last step I needed to see my progress bar finish but I'm happy to say hi to everyone here!I'm a ServiceTitan certified admin and currently the ServiceTitan Administrator at T3 Services Group (former CRM Su...

emilyramirez by ServiceTitan Certified Administrator
  • 176 Views
  • 1 replies
  • 1 kudos

Hello!

Hi guys. Not new to Service Titan, but new HERE. Looking forward to learning from you guys!

dkmullins by New Contributor II
  • 154 Views
  • 1 replies
  • 1 kudos

Resolved! Business Units when collecting payments.

I am hoping this is where I can get an answer.I receive checks in the mail and when I go to the accounting tab and apply payments, search the invoice number or customer, select the check payment, it is asking me for a "business unit." I then have to ...

Resolved! Help! Identifiing transgender customers for service techs

All names have been changed.We have several customers who were formerly "John" and are now "Suzy". Or vice versa. We don't always see the service techs in order to give them a verbal heads up. All of these customers have been with us for some time. H...

dodette by New Contributor II
  • 402 Views
  • 3 replies
  • 1 kudos

Automated email sent to customer

We have technicians asking if we can stop the automated message about the technician being on their way to the customer after the initial visit. At times, the technician might only be opening the job to update the estimate, or add details, but each t...

TandiWP1 by New Contributor II
  • 275 Views
  • 3 replies
  • 0 kudos