We work with multiple real estate companies and buyers to provide real estate inspections before a purchase. With regard to customer cards and locations, what is the recommended way to keep tr...
I have one customer who became our customer in April of 2022 at location A. This year she bought location B and still owes A. She now lives in B and her daughter lives in A. She wan...
On our account it no longer allows us to set a preferred technician to a customer's profile. It only populates management and previous management in the dropdown menu. Anybody having this issue or ha...
this morning I came into work to find out our phone number is answering but telling the customer the line is out of order... The phone number is our advertised number. We had to giv...
I am enquiring if Service Titan has a ticket system to track customer issues. This way, when customers call in with an issue, the team can create a ticket in the system.
I was wondering if there is a way to see who accesses what reports? They have an audit trail for almost everything else except who is running what reports and non-job events that I can find.
Hi all- I am seeing the Tags heading on a lead accessed from 'leads' in the follow up module. Additionally, seeing the "tags" column in the working screen from 'leads' in the follow up mod...
Hi folks! The XD team has been working on some new designs for finding and processing customer information. We would very much appreciate it if you could take these two tests or only one if yo...