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10-10-2024
05:02 AM
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 ...
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by
sshehab
in General Office
10-17-2023
07:09 AM
3 Kudos
10-17-2023
07:09 AM
3 Kudos
When you have a customer profile with for example 25 locations its very hard finding an invoice for a specific location. Can we add a tab under invoices on the customers main profile, or can we unde...
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07-24-2024
01:13 PM
What is the best practice to refund someone who paid via check? The payment was received in the office, not via check capture. What is the most accurate way to show you did this, in ST? Thanks!
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Customer Profile
06-14-2024
09:52 AM
3 Kudos
Hello, I work for a growing plumbing company, I was wondering what do your CSR's and Dispatchers do during slow times? Somedays we will take calls all day and sometimes it will be in random bu...
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Task Management
05-08-2024
09:41 AM
1 Kudo
How do you best handle upset customers who are very upset because the clients don't deal with them appropriately? For example, keep canceling appointments, never call back, and fix things only to hav...
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Customer Profile
05-24-2024
09:59 AM
1 Kudo
Looking for best practices & how HVAC companies are setting up the loyalty program in ST. Specifically: How are you awarding/accumulating points? How many points is each dollar is w...
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Customer Profile
03-26-2024
08:07 AM
Hello everyone! We recently went live earlier this month. 🎉🎉 We are still learning this amazing new software. I've noticed that customers will become inactive for some reason...
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Customer
04-24-2024
09:07 AM
Is there a way to bypass the automatic training on ST for a new employee that is assigned to the CSR roll. It not needed as we hired a new girl that came from another company that used ST for the pas...
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Task Management
05-02-2024
06:18 AM
I recently joined Service Titan, and so far, I'm not impressed. There are a couple of things I've noticed, particularly with emails. I want to customize template emails for estimates, invoices, and c...
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