ServiceTitan Community

dwhite45 · 12-14-2023

Received 2 more badges today. I am on a roll. Let's all get those thoughts flowing and get our ideas heard.

dwhite45 · 10-27-2023

As I am doing my monthly statements, I am noticing some errors. 1, the payments made are not in order as received and that is going to have some customers asking questions. And so far, 2, the BIG ONE, it is showing invoices on the statement that have...

dwhite45 · 10-26-2023

I personally do not like having to have a contact method required. On our locations, sometimes we do not have a contact method. On rental properties, we do not like to put the owner's number on the location and we do not always have the tenant's numb...

dwhite45 · 10-25-2023

Hope we all have a great day!

dwhite45 · 08-31-2023

Added another idea to the page today. Vote if you agree.There should be an audit trail on the customer and location pages themselves like on the job history to show when and who makes changes to the accounts. For example, when addresses are updated o...

dwhite45 · 04-05-2024

You could go to the search screen. Look up by job, type in the location address then export that to Excel. Then Clean up that report. It would have everything there. Quick and easy. I use that method a lot.

dwhite45 · 03-07-2024

We do it everyday. Customers make payments on bigger jobs or down payments on them. We just export that payment over to Quick Books then when the invoice gets exported it gets applied to it. No issues.

dwhite45 · 03-06-2024

We have saved them to our desktop, deleted them from the wrong job and attached them to the correct one.

dwhite45 · 02-20-2024

We have snacks throughout the office and when the guys come in they can grab whatever they see, but on 1 Monday a month, we have "Healthy Snack Monday" so that way maybe it is not as bad as what we normally have sitting around.

dwhite45 · 02-13-2024

I have been using since 2018 and still have questions. Always helpful hints. Great bunch of people on here, for sure.

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Contact Method Required

Good Morning.

Audit Trail on Customer and Location Page - COMMUNITY-I-4673

Re: Job History By Location - Report For Customer

Re: Is it possible to export patial payments before exporting invoice?

Re: Photos downloaded to wrong job

Re: Breakroom Snack Supplies

Re: Good morning from Washington State!