Posts

Resolved! Feedback on Service Titan Platform and Communication Features

I recently joined Service Titan, and so far, I'm not impressed. There are a couple of things I've noticed, particularly with emails. I want to customize template emails for estimates, invoices, and customer experience feedback. However, I'm unable to...

ms1 by New Contributor
  • 422 Views
  • 2 replies
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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
  • 391 Views
  • 1 replies
  • 4 kudos

Resolved! Inactive customers

Hello everyone! We recently went live earlier this month. We are still learning this amazing new software. I've noticed that customers will become inactive for some reason. Does anyone know how to avoid this from happening? We can't figure out why cu...

Y'all give this idea the votes it deserves!!!

I was about to create this idea but it already exists and only had 6 votes!? I'm assuming a lot more people are frustrated by this please go vote I'm so tired of having this conversation with customers!! COMMUNITY-I-1874 Request for cc & bcc fieldsPl...

RandiThompson by ServiceTitan Certified Administrator
  • 591 Views
  • 2 replies
  • 8 kudos

Such a Happy Morning!!

I loved waking up this morning to the news that Phil didn't see his shadow, and we are getting to have our Spring start early this year! That rarely happens I feel like! I live in Utah, so it seems to me I have 75% Winter days, and 25% Spring and Sum...

Bulk edit customer account data

When we imported our customer database from our previous program into Service Titan hundreds of accounts came in with data formatted for the old program that Service Titan is not recognizing. I need to be able to deactivate accounts in bulk so I figu...

seemore by New Contributor III
  • 448 Views
  • 1 replies
  • 1 kudos

Loss of information when batching/exporting.

Does anyone else have loss of information when batching/exporting invoices/payments. The service location no longer creates or matches invoices to that location. It puts everything in the parent company. It doesn't carry over payment terms. email add...

sheilaj by New Contributor II
  • 1253 Views
  • 5 replies
  • 0 kudos