ServiceTitan Community

PamDuffy-PCG · 07-14-2023

Every time a new release is announced, I spend a ton of time looking for the amazing new features only to figure out the new release has not rolled out to my account yet. All I want is a "version number" somewhere in ServiceTitan! This idea was creat...

PamDuffy-PCG · 03-29-2023

I always, always check my email campaigns about 7 days after launch to ensure there are no issues with email send. The most common issues I've encountered are 1) no emails sending 2) emails sending daily, over and over again, to the same people. In t...

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 · 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 · 08-28-2023

As far as I know, there is no way to merge campaigns like this. The best thing would be to group them under the same category and track it that way. You could ask your CSM if this is something the data team could help with, if you are able to provide...

PamDuffy-PCG · 08-16-2023

You can use Smart Fields in PDF Forms to automatically fill in PDF forms! -

PamDuffy-PCG · 07-20-2023

I second this! Configurable Payroll is the way to go.

PamDuffy-PCG · 07-18-2023

I'm so glad to help when I am able!

PamDuffy-PCG · 07-13-2023

Hi @AtlasHS ! Yes: have your CSR click the "Email Estimate" button: This will guide your ISR through sending an email with a link to the customer:When the customer clicks on the link, they have an opportunity to review the estimate and "Accept Now" W...

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💡 Best Practice: Always Check Your Launched Campaigns! Here's Why.

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

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

Re: Campaign Sources

Re: Costco Forms and Service Titan

Re: Spiff for who sold the job, not based on splits

Re: WANTED: Friends of Community

Re: Signature Capture through Follow-Up