Tracking Lost Sale Reasons in ServiceTitan
Is anyone tracking the reasons for lost sales in Service Titan? If so, how are you doing it?
Posts
iPad users cannot login
My lead generators use either Safari or Chrome on iPads. All of a sudden, they're not able to login. The screen is blank below the black bar that contains the menu items. The icon to sign in/out is missing. I tried clearing the cache and data. Uninst...
Location Page Bulk Tag
Is there a way to add tags to locations in bulk? We have a Customer page that has over 490 locations and it just keeps growing. Is there a way that I can add a tag to all 490 locations at once?
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.
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...
REMINDER: Register for Customer Town Hall on August 13
Join Ara, Vahe, and other Titans for the Summer 2024 Town Hall as they unveil the latest improvements to customer service and product updates aimed at delivering a world-class customer experience. Gain an exclusive sneak peek into what’s in store for...
Merging a location to a new customer - help please -
Morning! We need assistance merging a location to a new customer, it is showing up correctly in one screen but not reflecting on the invoice under the new customer. Can someone give me a quick answer? Please do not send me a video link LOL... Thanks!
Unable to Print Checks in Quick~Books - Need Help!
Hello,I'm having trouble printing checks from Quick~Books. Every time I try to print, the process fails, and I can't figure out why. My printer works fine for other tasks, so I don't think it's a hardware issue. Has anyone else experienced this probl...
API - chat
Hi there, does anyone know if you can access the Chat via API e.g. send and receive messages? I can't find it in the documentation
Call Experience That Performs! Back 2 Basics Webinar on March 21st
In these times of lower call volume, we have noticed that the most successful contractors are focusing on the basics. So we are doing a series of webinars that help contractors go “Back 2 Basics.”Next week, Brittany Brewer and I will be doing a FREE ...
