When a customer chat has been initiated from the customer page and later you need it to be attached to a specific job, is there a way to do that? Also I think it would would be beneficial to just have a chat section with all chats on the customer pag...
Wanted to learn if anyone has a solution to allow customers to pay through text message ***when the ST user uses ST Payments*** - (If this is a possibility through setting up the Customer Portal -- which would then open a phone browser I would like t...
Is there a way to turn off the automatic survey sent by ST?
Is there a way to present an invoice with different options such as if you pay cash its this amount if you pay credit card its this amount with the fee and if you use financing its this amount with the fee?
How can I reactivate a deactivated customer?
Does anyone know how to show the MATERIAL NAME instead of the MATERIAL CODE under tasks on printed invoices? IT is telling me no - is there some type of work around? (highlighted in yellow is what we want on the invoices that shows up on job invoice ...
Hi All,We are using Task Management for our Permit process it's working, Are you using it for Permits? If so is it working for you?ThanksRoger
Be the FIRST TO KNOW what's coming in the next release! Shea Horner joined me today on Training Tuesday to share two of his favorite updates from the ST-60 Release: Technician Scorecards and Technician Two-Way chats between technicians and customers....
You heard it.Click to dial video calls. How amazing would that be?Since things are leading toward video now, video calls through ServiceTitan would be an amazing upgrade to the click to dial feature. It could be used for CSRs, comfort advisors or plu...
A customer can accept and sign an estimate online however the online estimate link does not allow a customer to make a deposit for the work. ServiceTitan should give customers the ability to make a deposit for their estimates online when they accept ...
