Looking for best practices & how HVAC companies are setting up the loyalty program in ST. Specifically:How are you awarding/accumulating points?How many points is each dollar is worth?Are you awarding points only to customers who maintain a membershi...
How do you best handle upset customers who are very upset because the clients don't deal with them appropriately? For example, keep canceling appointments, never call back, and fix things only to have them break again in a couple of days.
If you think this would be helpful there is an IDEA, please upvote. Thanks! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6915
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...
Click here to vote!When a location is deactivated, we have to go in and dismiss any recurring services. It would be great if these automatically deactivated when the location is deactivated.
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...
When updating customer records/locations you now can update multiple unrelated records, this is just a mess waiting to happen with one wrong click! Who at ST thought this was a good idea? I was updating a new customer's email address yesterday and it...
Good Groundhog Day! Is there is a feature that we can file customer complaints, communications, etc... Thank you in advance Wendy
Anyone else having issues with not being able to print off invoices in the office for customers?
