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Message vs phone call icon

I'm not sure if this is already in the works or not, Is there a separate icon for text messages vs Phone calls? I think I have 13 phone calls coming in and it is just text messages. I would like to differentiate between the two.ALSO can we have the t...

klevesque by New Contributor
  • 140 Views
  • 0 replies
  • 0 kudos

Help Lowering AR

Hi everyone, We're looking to implement a new workflow in our office to help reduce our AR. Our policy is that every customer needs a credit card on file, regardless if they want to pay by cash or check at the time of service, but some employees are ...

msjewell23 by New Contributor III
  • 274 Views
  • 1 replies
  • 1 kudos

Sending an email directly from Service Titan

I wanted to ask if there is a way to send an email directly to a customer from Service Titan instead of having to use the Invoice or estimate email function as a way to communicate to the customer directly and have the thread embedded in the customer...

M2 by New Contributor II
  • 1048 Views
  • 3 replies
  • 0 kudos

Pop Up Messages

Hello everyone,Is it just me, or does anyone else out in the Titanverse become annoyed with the amount of Titan says pop ups? Some of them are useful, but it would be wonderful not to have so many of them.

Adjusting Notifications & Labels for Contact Information

Can we please bring back the ability to adjust the notification setting for the same phone number or email on both the customer & location card? Can we also have the same option when we change the tag label for a specific phone number or email? Servi...

angelpham by New Contributor
  • 741 Views
  • 1 replies
  • 5 kudos

Preferred Technician Except the Opposite

While it doesn't happen often, we recently received a request NOT to send a specific technician - I'd like to put a note in the customer record so they don't have to mention this every time, but I don't want the note visible to be technicians. We'll ...

sanapol by New Contributor
  • 1234 Views
  • 2 replies
  • 1 kudos