ServiceTitan Community

lizb · 03-21-2024

Time to vote for this awesome feature to help charities and the community around us! The ability for a customer to select "Round Up For Charity"https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-137

lizb · 01-02-2024

Hello all. Wondering if anyone does Ride-A-Longs with their CSR's? Do you have a script or writen procedures on it? Just looking for a guideline for them.

lizb · 12-15-2023

For the people that have Ads Optimizer turned on. Have you all found a work around for getting charged for existing customer "leads"? My hang up is that I was told they can not decifer between existing and New customers, therefore charging me for ALL...

lizb · 11-02-2023

How can we get the revenue from a membership job count towards a technicians completed revenue, even though the invoice has a $0 amount? There is an issue with the fact that the techs are not getting credit for a membership call on their revenue numb...

lizb · 10-31-2023

Hey yall! Have a great Halloween!

lizb · 02-21-2024

Love it! We have been on it for 3 years. Do it!

lizb · 11-07-2023

thanks @LBabayan We were able to see how DR Memberships were working. But then had to find a work around for Probono work and stuch by creating an adjustment invoice instead of just adding a task to the actual invoice.

lizb · 10-31-2023

It would be nice to be able to turn it off and not show depending upon Business Unit.

lizb · 10-16-2023

That is good to know. But still liked the old way better. Ha.

lizb · 09-18-2023

Agreed, but they are working on it for sure. We need to be able to control it and have more visibility into the portal. This is an area that definitely needs improvement, hoping the new beta on it will come out soon! I believe it might be partnered w...

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Round Up for Charity

CSR Ride-A-Long

Ads Optimizer

Completed Revenue Credit on a $0 invoice

Hello from SA!

Re: Thoughts on ST Phone Pro? Need opinions...

Re: Completed Revenue Credit on a $0 invoice

Re: New Idea! Needs Votes!

Re: Address Verification

Re: Customer Portal