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Posts

credit card numbers

when entering a customers credit card it would be helpful to have ST add the dash's as your typing after each 4 digits. that long number its hard to tell quickly if your keying it correctly. if it was broken up like xxxx-xxxx-xxxx-xxxx this would hel...

titanz1 by New Contributor II
  • 140 Views
  • 0 replies
  • 1 kudos

Resolved! Equipment Search

We LOVE the new search bar feature! It’s such a convenient tool across the board. I manage the invoicing and permitting departments, and one of my team members had a suggestion: Would it be possible to add 'equipment' to the search functionality? It ...

mrollins by New Contributor
  • 2141 Views
  • 3 replies
  • 1 kudos

Location and Customer Profile Contact Methods

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 ...

leac by New Contributor
  • 1338 Views
  • 1 replies
  • 3 kudos

Quick Printable Guide

Hi! Looking for a printable quick guide for HOW TO. Would be easier when training then always referring to the online source.

Cancelled residential install jobs

When an install is cancelled - what ways do you use to ensure no expenses are on the job? Also do you export them as zero dollar invoices? Thanks

SI by New Contributor
  • 912 Views
  • 1 replies
  • 0 kudos

Call monitoring software

I am a call center manager for an HVAC company, I am looking for software that works with service titan and primarily gives us the ability to live monitor agents screens and what is being done on their screen. What are some suggestions around this fo...

Curious

Good Evening, I was wondering if you would be willing to share with me your favorite thing about Service Titan that made your job so much easier? I am fairly new to Service Titan, and I love so much. However, I would have to say My Favorite thing abo...

Dfranzke1 by New Contributor II
  • 3984 Views
  • 7 replies
  • 3 kudos

Resolved! Technician Business Unit

It is required for implementing capacity planning to have technicians assigned to a business unit but when I go into tech settings, there is no option to select a business unit? Is there a different place where this is done?

tania by New Contributor II
  • 3657 Views
  • 5 replies
  • 0 kudos

New Year Prep?

I am wondering when everyone here analyzes this year and starts rolling out any new policies and procedures for compliance at the beginning of the new year. Personally, I’m one to look ahead and make the most of my last 90 days if possible. That usua...