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...
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...
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...
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.
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...