Hi everyone and welcome! Whether you've just joined or have been with us for years, this is the perfect spot to introduce yourself, celebrate achievements (like earning your ServiceTitan Certified Administrator certificate or joined Torch Network), a...
Looking for information on how HVAC companies use/leverage task management when ordering parts. We are adding a warehouse/parts FTE and need to set up a process for communicating when parts are needed, when ordered, when in stock so job can be booked...
Hey everyone, I have been working in Service titan for about 4 months. It is so nice to start to see everything come together once you learn all the different functions. What is your top tip or trick you have encountered so far? Thank you, Kelley Mat...
I am hoping this is where I can get an answer.I receive checks in the mail and when I go to the accounting tab and apply payments, search the invoice number or customer, select the check payment, it is asking me for a "business unit." I then have to ...
We have technicians asking if we can stop the automated message about the technician being on their way to the customer after the initial visit. At times, the technician might only be opening the job to update the estimate, or add details, but each t...
Hi All, How are we putting rebates on invoices? These specific rebates are not instant rebates so they will not affect the invoice price. Are we creating a Task and changing the description? Are we just including it in the body of the estimate descri...
Our system is running slow and unable to get into my reports to be able to do payroll. This is not good.
Hello I work with an HVAC company in the midwest. Warmer weather is finally on the way so we're prepping for AC season. I'm curious, for other HVAC companies, what's your workaround for AC maintenance when temperatures are less than ideal, between th...
Hi there! Liz here from Redlands and Henry Bush Plumbing Heating and Air Conditioning. I have newly stepped into a title of CSR and Dispatching Supervisor and to be honest with you it is exciting but also daunting. I want to be sure that my team feel...
Hey! just wanted to promote this Idea I was looking for. We are currently unable to duplicate forms on the office side, and adding this feature would help make our jobs easier. Thanks!https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5655
I'm in the middle of my Service Titan. What is the expected timeline for completion? I feel like this is dragging.
