ServiceTitan Community

mcurtis · 06-10-2022

We just started using Marketing Pro for our customer reviews and have linked to google-- previously we used review buzz and the techs could track which customer received a review request and the result how many stars the got, this way they could trac...

mcurtis · 05-05-2022

With the new update you no longer can edit the dispatch board Team Names, I add numbers before the Team Names to put in the order we like for the board to display. Now you have to create a new team and go into each tech profile and update their team ...

mcurtis · 02-16-2024

Hi, One work around is to create a form for equipment and have tech add form (through the equipment details page not job page) and take a picture- equipment forms stay attached to equipment, then the next tech can select the equipment he should be wo...

mcurtis · 01-12-2024

Hi scburnsI was just checking in if there has been any update-- We may be changing our team names soon & it would be great to not have to edit every tech individually in their profiles. I can wait if anything is coming soon 

mcurtis · 01-10-2024

We have the CSRs ask details when booking & we use auto job notifications, you can allow the tech to see the chat portion on mobile. You can then set up to auto send a text to the customer as an appointment reminder with any questions, they reply via...

mcurtis · 10-13-2023

We created a Misc section of our price book -- We use Labor Times & Misc Part Pricing for Service Techs when they need to create a quote for a task not in our pricebook. Then the Regular Price and Member Price auto calculate. (Also Saves techs on doi...

mcurtis · 10-13-2023

We also have this concern, but for us it is much less often that the wrong event is automatically marked complete on a job than a CSR missing the step to Mark as Complete during booking. So we left the feature on and then trained our CSR's for the fe...

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Re: Add photos to Equipment Section

Re: Dispatch Board Organization

Re: Customer Email Confirmations (Irrigation Company)

Re: How do you give membership discounts on tasks/services with prices set by technicans?

Re: Recurring Services Selection