ServiceTitan Community

PamDuffy-PCG · 01-12-2023

Happy New Year from all of us at Powerhouse Consulting Group! A friendly reminder to update the Copyright year in your ServiceTitan Marketing Settings so that your MarketingPro email footers show 2023 instead of 2022 (or if it's been a while since yo...

PamDuffy-PCG · 10-13-2022

I thought I'd share a list of some of my favorite ideas that have been posted in the Ideas section. If any of these would be helpful to you, please upvote! Also - feel free to share your ideas to bring a little more attention to them and get some mor...

PamDuffy-PCG · 07-11-2022

If you have been using ServiceTitan's Zapier integration, the clock is ticking to transition your Zaps to the new 2.0 version. The Knowledgebase Article on Zapier has all the info you need! The very first step in transitioning your zaps is to get acc...

PamDuffy-PCG · 01-26-2023

Hi Kirk! You can't pull specific estimate information, but there is a merge tag for the customer to review the estimate provided to them. You can put that link in buttons, link in text, or link images to it. It would be great to put the actual info r...

PamDuffy-PCG · 01-24-2023

You can only apply splits to Managed Technicians.

PamDuffy-PCG · 01-24-2023

How frustrating!  Where were these call tracking numbers created? You may need to create some forwarding in order to get it to track through to ST, or contact your implementation manager to see if they can help you get those numbers ported properly.

PamDuffy-PCG · 01-24-2023

Hi Cherie! There are a couple of was you could approach this. Will customers be purchasing the filters from you? You could set up multiple inclusion groups (date = 1 year ago for group 1, date = 2 years ago for group 2) etc. Another way would be to c...

PamDuffy-PCG · 01-15-2023

Tagging my colleague @DWasicek who would be better suited to answer this than me!

ServiceTitan Community

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Happy New Year! Time to Update your Copyright Year to 2023!

My Favorite Ideas -- Share Yours!

The Time is Now to Migrate your ServiceTitan Zaps to 2.0.X on Zapier!

Re: Unsold Estimate Email Details

Re: Helper Splits

Re: Campaign Tracking Numbers

Re: Yearly Recurring Campaign

Re: Project Reporting