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Certified Provider Training

Hi everyone, my wife and I purchased a business that had service titan existing. We are in desperate need of certified training. How do we find a certified trainer please?

Purchase Order Alerts

Hello,We have an alert that was built to notify certain people in the office when a purchase order was created for a particular vendor, and was set to pending. This used to work where if a technician in the field created the PO, because the PO is aut...

DanielleT by New Contributor III
  • 44 Views
  • 0 replies
  • 0 kudos

Emergency Dispatch Report

I know the outage today was impactful to quite a lot of people, and there might be some who don't have this report built already. Just as an FYI - ServiceTitan already has a report built that can be scheduled so that if there is ever an outage that i...

DanielleT by New Contributor III
  • 340 Views
  • 2 replies
  • 5 kudos

Bulk update customer or location tags

We would like to have the ability to retroactively update multiple customer or loaction tags based on a service provided. This way we dont have to go back through jobs and manually add tags one by one for follow up.

Notes on invoices and projects:

We are emailing invoice copies to customer's with no information from the Techs because there is a project involved. All the notes go to the project. Is there a way to put the tech's notes in to the invoice summary and also put them on a project?You ...

mschmidt by New Contributor
  • 175 Views
  • 0 replies
  • 0 kudos

Come to Championing Veterans in the Trades - #Pantheon2024

Come join us for an important and engaging session with incredible organizations that are using their platforms to empower and support Veterans in the Trades and in our communities. Learn about challenges facing veterans and military service members ...

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ariccardo
by New Contributor
  • 227 Views
  • 0 replies
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Robo Callers

Hello & Happy Friday from Sunny Florida! Over night we had an email sent stating a customer has been receiving ROBO calls, posted below -------------------------------------------------------"Please stop calling me with your robo calls or I will go o...

allisonc by New Contributor II
  • 253 Views
  • 1 replies
  • 0 kudos