User Activity

Hi everyone - We are having inside sales do lead setting on replacement opportunities where the technician did not turn it over (set the lead). I want to see how those jobs perform compared to our marketing leads or technician turnovers .My idea is t...
I want to make an email that sends out annually to remind clients to buy their year's supply of filters.I can pull an audience based on the purchase date and material, but I can't make it send yearly to everyone who purchased the product every 12-mon...
Is there a way to tell what phone number or campaign a lead texted in on? To say it a different way if someone texts the phone number assigned to Campaign 1 where can I see that?
Hi, Service Titan Pros. We are looking for some remote help with Service Titan for the summer, on weekends and evenings. Does anyone have a good resource of where to find candidates that already have ST knowledge? Any of the great people in this comm...
How are other users giving credit to CSRs, Dispatchers, and Inside Sales them without them having to be a managed technician? We cannot sell an estimate or a job that is over $0 assigned to an unmanaged technician? Does this sound right? It seems lik...