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Question

hello, I'm trying to set up my profile and its asking me to ask a question. I guess my question is how to ask a question on the forum? @Bloomfields

Has anyone found a way to discount a membership invoice? We offer a 10% discount to seniors, but don't see a way to apply a discount without manually editing the price in the invoice. This is fine for employees in the office, but not efficient for th...

New Business integration help

We have an opportunity to take on a "partnership" with an existing business that entails taking over their residential hvac and plumbing in our area. This is not a purchase and not a growth of necessity, but rather a favor to this other company to co...

Multiple techs on the same job

When multiple techs are on the same job you have to make sure you are synced and not typing at the same time when working on an invoice, if someone syncs after you when typing an invoice it'll delete what the second person had typed. It would be very...

Stopping unnecessary updates and fixing long terms issues.

I wish that Service Titan would stop coming out with so many unnecessary updates that create nothing but problems and instead update and resolve long term issues that many of their customers have complained about for a while... Most of the time I cal...

Offshoring CSRs/admin roles

Hey ST community! first time posting. I am scaling my business and am ready to hire an additional administrator and CSR but have to be mindful of cost. I have experience offshoring roles and wanted to know if anyone else on this forum offshores any o...

Service Titan used for new construction

Hello, I would like to reach out to other companies that work in new construction and service. I would like to know how its going with larger projects. We have ran in to many issues and want to know how you guys manage to make service titan work, wit...

Billing

Our company was in a horrible one year contract that lowered the cost per tech to $289 from $309. The unexplained catch was that it raised the min tech count to 22 techs. The issue is that we have never had more that 16 techs and have currently trend...

Vendor Invoice/Purchase Order Integration Question

Has anyone used the ToolboxTechs integration for reconciling vendor invoices? I am looking to help our accounting department efficiently input vendor invoices. We did a demo this week but I wanted to see if anyone else in the community has used their...

Tracking Lost Sale Reasons in ServiceTitan

Is anyone tracking the reasons for lost sales in Service Titan? If so, how are you doing it?

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