I would like to bring forth an opportunity for improvement or kindly
request input if a solution already exists.Currently, we have
successfully implemented automated features for almost all payment
functions within Service Titan. However, our account...
Currently there is no option to customize the reclassification options
for the csr with out giving them full access to reclassify every call.
As of now, we have to go through every call that is taken and reclassify
the ones that are related to an exi...
Is there any way possible to create or run a report that shows jobs that
may have an outstanding balance open or closed? I have run the the
report for Jobs without payment however that is not all the payments we
are missing and I cannot seem to find ...
I am old school, and used to come in each morning, hand write myself
notes about all my open service calls and then Football strategy write
all over my notepad who's and what's and customers names and numbers.I
got sick of it! So I created a report!I...
Is there a way to combine campaigns by category? For example, is there a
way to add all of our magazine campaigns under the "Printing
Advertising" category? If not, does anyone have recommendations to
organize (clean up) our campaigns without getting...