ServiceTitan Community

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 · 05-23-2017

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...

cherie_m · 01-27-2017

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...

cherie_m · 12-21-2016

Hi everyone, We are posting about 20 premade forms in a group that we created on facebook. Please feel free to use, and share your forms. https://www.facebook.com/groups/Servicetitanforms/ We have a lot of forms for technicians, inspections, and serv...

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 · 01-20-2023

Also interested in any known best practices for tracking and rewarding clients for referrals in ST. We have tried a few methods.We originally started making a tag for each client that was referred and when they had a referee would add their tag to th...

cherie_m · 10-26-2022

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

cherie_m · 07-28-2020

Maybe build it into your estimates/invoices

ServiceTitan Community

User Statistics

User Activity

Yearly Recurring Campaign

Chat/Text Messages Campaign Tracking

Need some remote help with dispatching

How do you manage CSR Sales?

We have forms and form template to share, share yours too! Please.

Re: Yearly Recurring Campaign

Re: Flawed Membership Metrics/KPI's

Re: Referrals and rewards

Re: Chat/Text Messages Campaign Tracking

Re: Anyone have a work around for attaching the Notice of Right to cancel/3 Day Notice to the estimate?