ServiceTitan Community

cherie_m · 02-17-2023

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...

cherie_m · 01-24-2023

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...

cherie_m · 10-20-2022

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?

cherie_m · 02-17-2023

If I'm right you would add that list in the task description for the maintenance visit. When you create the job type for a maintenance visit, set it so it automatically populates new jobs created with that task for ease of use. The invoice should sho...

cherie_m · 02-17-2023

Voted! I made a mental note to go into settings and update that because we use a custom status "CTE" for Called, Texted and Emailed and I wanted to add that in. I did not realize it wasn't editable!

cherie_m · 01-25-2023

Thank you! We have filters listed on our website, so I planned to point them there and prompt them to book a tech if they need help. I have to admit I have not been utilizing groups very well in creating audiences. This was very helpful. I was thinki...

cherie_m · 01-20-2023

Yes! Something similar happens when a technician sells a repair and sets a lead, but I cannot articulate it well. ST likes to unmark it as an opportunity because there is a sold estimate, and then it doesn't count the replacement lead generated.

cherie_m · 10-26-2022

Thank you for all the feedback and support. COMMUNITY-I-2078

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