ServiceTitan Community

ECSoffice1 · 06-06-2024

Looking for a work around for the following issue:I come across many purchase orders that need to be attached to a project or an exported job.Because of our workload and distribution of duties, often the people who place orders and create PO's do not...

ECSoffice1 · 09-12-2022

Does anyone have any suggestions or ideas to share of how one could reduce the amount of time it takes to create on estimate for new construction jobs? We currently use estimate templates/proposal templates for our change out jobs, but I am unable to...

ECSoffice1 · 08-17-2022

Does anyone know of a way for TAGS to show up on the invoice screen? We currently utilize tags to track jobs that need to be filed under extended warranty. These are jobs that we will not bill the customer for, since they have an extended warranty co...

ECSoffice1 · 08-16-2022

So I know right now from the Dispatch board you can send a message to a technician and tie it to their current job,. However, sometimes we are sending them messages throughout the day about a job they have already completed, maybe from earlier in the...

ECSoffice1 · 08-20-2024

Ok! We use QBD..Honestly, we do not run extended warranties through Service Titan (mainly b/c we get paid for those with checks). The only thing we have is a workflow for filing the claim. (We use tags assigned to those locations, and technicians put...

ECSoffice1 · 05-14-2024

Welcome!

ECSoffice1 · 04-29-2024

I agree with Steveng - doing the Certified Admin course helped me understand how different areas of the software all work together. I also recommend getting comfortable using the pricebook import/export tool. If you know the basics with MS Excel, thi...

ECSoffice1 · 04-24-2024

Do you use any other accounting software with ST? This would make a difference in what recommendations I would offer. I will tell you that at the moment ST does not (yet) have a warranty part or labor credit process available through purchasing/inven...

ECSoffice1 · 04-24-2024

Jessy -I do not have any training recommendations, but I am a ST user (for 2 years) who exports to QB and have experience with how it works (and can now troubleshoot most of my issues without support getting involved). I find it to be a great process...

ServiceTitan Community

User Statistics

User Activity

Purchase Orders for Projects & Exported Jobs

New Construction Estimates - Suggestions Welcome

Tags on the invoice screen?

Suggestion: Connecting Technician/Office Messages to Jobs

Re: Trane Warranty Credits

Re: Hello Titans! I am new to all of the Titan applications. My second day of work!

Re: Hello from OK

Re: Trane Warranty Credits

Re: quickbooks training