ServiceTitan Community

DaylaPCG · 07-20-2022

Anyone have a great workflow for Counter Sales (ex. walk in customer purchases filter), using a Counter Sale Invoice instead of creating a job, then adding Service Task Code with Linked Material and able to properly see Inventory adjustment?

DaylaPCG · 06-05-2023

Hi! I've previously done both roles, trained people for these positions and now I get to work with clients who are ServiceTitan users.I'm a big fan of the roles being separated. CSRs should be focused on booking the jobs. DSRs focus on getting right ...

DaylaPCG · 02-23-2023

Hi Janean!What specific headaches are you having? I may have some ideas.

DaylaPCG · 02-22-2023

Hi there! I've seen this version work well...Create an Arrival Window for say 0800-0830, then you can build out additional windows for either the whole day, half day (think 0830-1200 and 1230-1600), or 2 hour windows. Then if a First Job of the Day i...

DaylaPCG · 01-24-2023

This sounds exciting. I have some clients whom may be interested. I will share with them.

DaylaPCG · 01-13-2023

It's been a while since I've worked phones - the audit trail should show the summary was updated. Could you add a Call Reason for "Job Updates/Edits"?

ServiceTitan Community

User Statistics

User Activity

Counter Sale / Inventory Workflow

Re: CSR / Dispatcher

Re: Arrival Windows

Re: Arrival Windows

Re: Pricebook Pro Smart Proposal Templates

Re: Actions that automatically close the phone call bubbles