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Customer Portal

@Vahe So the Customer Portal is a great idea...But the follow thru is severely lacking.I would like to invite a customer to have access to all their Customer Facing data: invoices, estimates, jobs in progress, current balance, payments, credits on cu...

debbloui by New Contributor III
  • 2415 Views
  • 4 replies
  • 0 kudos

๐Ÿ”ฅ๐Ÿ“… Introducing EmberSessions! ๐Ÿ”ฅ

Hey, ServiceTitan Fam! Have you heard the buzz about EmberSessions? It's the ultimate FREE program designed to supercharge your ServiceTitan utilization using the incredible Titan Advisor. Ready to take your ServiceTitan game to the next level? Join ...

AshleyB
by ServiceTitan Certified Administrator
  • 985 Views
  • 0 replies
  • 0 kudos

Looking for Mentor

Hey All! I am looking for someone who is well reversed in Service who would be willing to be a contact for me. I have been using Service Titan for the last 2 1/2 years, but some things that seem like they should be so easy aren't. So basically, I loo...

Onboarding Software

Has anyone used onboarding software in conjunction with ServiceTitan? Primarily we want to speed up adoption for admin staff. Currently we are looking at:UserflowUserpilotUserguidingAnyone have any great success or failure?

TicketMonkey by ServiceTitan Certified Administrator
  • 1632 Views
  • 3 replies
  • 0 kudos

PROJECTS- Remodel & New Construction

On the monthly calendar view, is there a way to show the service location name up front, rather than the customer name? This would be helpful for projects when working with specific builders with multiple locations (jobs). The current setup on the mo...

KMooney by New Contributor
  • 1180 Views
  • 1 replies
  • 0 kudos

EmberSessions

If you are having a hard time with Service Titan, I would highly recommend joining the EmberSession. We meet via zoom once a week for an hour. I'm on week 3 and my titan advisor score is increasing and I'm learning so much!Check it out if you haven't...

coatesin by New Contributor II
  • 1323 Views
  • 2 replies
  • 2 kudos

Duplicating Form

Our technicians duplicate forms regularly when ordering parts from multiple vendors, but we are not getting the points in ST Advisor. Any notes?

embowes by New Contributor II
  • 974 Views
  • 1 replies
  • 1 kudos