Titan Lounge
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Welcome to the Titan Lounge!

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...

e_dunn by Former Titan
  • 3124 Views
  • 3 replies
  • 42 kudos

Hello!

Hello! My name is Amie, and I am an office manager (along with many other titles) for Advanced Door. We are a garage door company servicing northern Utah and southern Idaho. Along with my introduction post, I would like to ask for any advice about im...

Double Revenue reporting

Is anyone else having issues with revenue reporting twice for the same invoice? We use a finance company on some customers and those are the ones that are reporting incorrectly. Any advice?

Lifetime value of Memberships/Service Plans

I'm looking to better understand the health of our membership program and the long-term value of a member vs. a non-member. Our company already heavily believes in the value, but we are looking to add data to back that belief. Has anyone done this ty...

tstyx by New Contributor
  • 1161 Views
  • 2 replies
  • 1 kudos

Task Management & Ordering Parts

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...

Jase1000 by New Contributor III
  • 848 Views
  • 1 replies
  • 1 kudos

Hi

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...

Kmatheny by New Contributor
  • 1502 Views
  • 4 replies
  • 3 kudos

Resolved! Business Units when collecting payments.

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 ...

Automated email sent to customer

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...

TandiWP1 by New Contributor II
  • 1681 Views
  • 3 replies
  • 0 kudos

Rebates on invoices

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...

mollys by ServiceTitan Certified Administrator
  • 755 Views
  • 0 replies
  • 1 kudos

system running slow

Our system is running slow and unable to get into my reports to be able to do payroll. This is not good.

carterj-2 by New Contributor
  • 688 Views
  • 1 replies
  • 0 kudos
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