Titans and Friends

Training Tuesday - Estimate Templates for Project Tracking

Quick 4 minute training that shows how easy it is to build an estimate template and import it!

Training Tuesday: Quick Way to Build an Estimate - Project Tracking

Do you know how easy it is to build an estimate right from the call booking screen?

Join us in the ServiceTitan CSR / Dispatcher Community Group!

We have a new community for CSR's, Dispatchers and CSR Managers. Join us in the Community Group and learn best practices, tips and tricks, and ALL things for CSRs, Dispatchers and their managers.

Training Tuesday - Bulk Payroll Adjustments with Templates

Learn how to make multiple payroll adjustments at once with Payroll Adjustment Templates

Training Tuesday - 3 Easy Ways to Make Payroll Adjustments

Training Specialist, Eleazar Avraham (@eavraham), shows us three simple ways to make payroll adjustments.

Training Tuesday REWIND - ServiceTitan Shortcuts

This Training Tuesday was so great - we had to post it again! Skip ahead to minute number three to learn some quick shortcuts to help you save time and become more efficient in ServiceTitan!

Training Tuesday: Mobile Follow Ups

This is a Training Tuesday Classic! Are your techs forgetting important tasks or customers? Let's make sure they are all set up to take care of those follow up items on mobile.

Training Tuesday - Creating "My Forms" for Technicians

Our training specialist, Heather, walks us through how to: Create technician specific MY FORMSAdd a trigger to the formMake it a required task to complete the formAdd to the technician's schedule as a...

How to Email Links for Online Estimate Approval

Make it easy for customers to approve estimates! Create a better customer experience and drive your sales by adding an online estimate link to your customer emails. Set up an alert so that you don't ...

Training Tuesday - Creating Teams on Dispatch Board

This Training Tuesday tip is a very cool tip for dispatchers and CSRs! In fact, we share this tip in our CSR / Dispatcher Bootcamp. Learn how to easily organize your team members by creating teams on...