ServiceTitan Community

danielle14 · 02-02-2023

Service titan chat needs to record closing time stamps, please please vote here!! https://community.servicetitan.com/t5/Ideas/bd-p/ideas

danielle14 · 04-20-2022

Is there a way that we can add a delete "trash can" next to the recurring events? to open each one individually to delete after they have been completed or expired is so annoying and time consuming. If there was a simple delete can for each one that ...

danielle14 · 12-03-2020

Our non job events get blurred between all the "grey" color. I would like there to be different colors applied. "Red" for technician out, "blue" for on call. etc.

danielle14 · 07-27-2020

Example, we have a monthly membership program, and sometimes a credit card expires, it takes a while for customers to return our call to update, but some of our CSR's or answering service will continue to schedule appointments, even if we have tags w...

danielle14 · 05-18-2021

Not sure if you have already solved your problem or not, but all we do is edit the current location/customer page. We click on the pencil on the top right of the page and change name and phone numbers. we never change the address's on any accounts, b...

danielle14 · 10-06-2020

The only way that I have noticed that we can assign a specific equipment is when we sell memberships, there's an option that says "select equipment and save" from there we can attach equipment and the CSR's can select the pieces when we follow up for...

danielle14 · 07-28-2020

Oh! Perfect, yes we did a test run and it does stop you from fully booking the call! Yes this will help tons -- Thank you for all your help

danielle14 · 07-27-2020

I just checked the box on the billing side, and checked the box, it adds the tags "do not service" but it still allows you to book a job. it does bring up a pop up box but our CSR's can by past the notification. -- i need something that it'll take th...

danielle14 · 05-19-2020

We noticed that too, and it is annoying, so we have to sell a membership then add a "coupon discount" to zero out the invoice. it still generates an invoice but at least it'll be a zero amount. I liked having the add membership feature.

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Easier Delete option

Is there a way to change the non-job event color?

I wish there was a way to freeze an account so no calls can be scheduled.

Re: I need help. Waiting to go live and can't get ST to help with some things. When a person sells their home and 2 weeks later a current customer buys that house, how do I get that address and history under new owner?

Re: I cannot seem to figure out how to add the equipment from the customers record so the CSR can select it when booking the call, then it would pre-populate on the tech's mobile work order.

Re: I wish there was a way to freeze an account so no calls can be scheduled.

Re: I wish there was a way to freeze an account so no calls can be scheduled.

Re: Is there a way to ADD a membership instead of having to SELL it? IF you sell the membership, it generates an invoice. There use to be a button choice for either sell or add. The add has been removed.