What would be PHENOMONAL is if we could have a little sandwich icon to reconfigure the order in which contact methods are displayed. Often times we have project managers, property managers, and/or landlords with multiple numbers. Having the priority ...
I love that sending invoices via SMS is now an option, however, it feels like a step was missed when this was implemented.On the customer page under Invoice and Statement Delivery there are check boxes for Mail and Email. It feels like SMS should als...
"is there a way to move contact numbers on the contact list" Some customers have 5-6 numbers or email address to keep track of. Not all of them appear in the contact window. Is there a way to move them up or down as we can other places in the program...
On the Customer Summary section, it would be nice to be able to be able to edit that and move things around to better view what is important to me and what I do most often. Example: The layout is currently set up as Lifetime Revenue, Avg. Job Total, ...
Surely there is a way to do this...I have a commercial customer that has multiple locations but within those locations, there are numerous units. Is there a way to easily label or differentiate which unit we are working on other than hoping that it i...
I can I correct grammar and punctuation errors on the General email? Thanks, D
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 ...
What is the best practice to refund someone who paid via check? The payment was received in the office, not via check capture. What is the most accurate way to show you did this, in ST?Thanks!
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...
I have a few customer that have a tag on their customer account but does not show it's attached to the account when I use the edit pencil to remove it.DETAILED EXPLINATION: We have a tag for replacement opportunity. It shows on the customer account w...
