Have you ever wondered how to handle your customer & location records
when customers move and/or sell properties to each other? Or the best
way to organize customer/location notes? I created a Loom of the
workflow I have found most helpful, and have ...
Hello Titan Fam! Do you sometimes struggle with your CSRs getting enough
job related information before sending a technician out? We have a
couple of tools in ServiceTitan that you can use to help your CSRs ask
the right questions on the FIRST call. ...
Hello Titan Fam I wanted to share a workflow I came up with for a
customer of mine who was struggling with keeping on top of the day to
day. Task management is a great tool for to-do list items, but we needed
a way to automate this process - especi...
Hi there!If you have your job types set up fully, there's no need for a
separate KPI What do I mean by this? Let me explain...Navigate to your
job types in settings. There is a field called "sold threshold". This
field should be set to $1 over your ...
Hi Danielle! I personally recommend canceling memberships before doing
these transfers. If you have recurring services on the location that are
separate from a membership, I would deactivate them. If your customer
moved to another house and wants to ...