ServiceTitan Community

Steveng · 11-28-2023

Hello everyone! I'm our office ST nerd, like many others in this thread. If you have any cool workarounds or processes you are proud of please send them my way and I can be proud of you as well :-), haha. Basically I am here to help and get help.

Steveng · 06-06-2022

Does anyone have a good cost-effective solution for a auto-updating 3 day call board internally with Service Titan? I have seen a few dashboards but have not found something I am happy with that meets our needs and aesthetics of what we are currently...

Steveng · 05-30-2024

Agree with Randi and Miranda, we use a similar process. Issue temp password and during onboarding I let them login and reset their password. We update their personal password sheet they keep that contains their updated password. We can easily change ...

Steveng · 05-30-2024

This has been a huge pain for us too. We created a custom call form (I am not a fan and it's hardly used), also a custom field on all booked jobs (mandatory field and updated fairly accurately) from outbound efforts. It did help us track what jobs bo...

Steveng · 04-19-2024

A good use case example for us is we may have a tech that services 61822 and 61820 but not 61850. We are able to add the Main Zone to their tech profile and color coordinate the dots based on zip codes on the jobs. We use city names w/ surrounding ar...

Steveng · 04-01-2024

I would base it on how you manage them. An example is we use business units to identify the different services we provide but for years the only membership we offered was HVAC (my preferred report is custom Memberships > Business Unit Performance). A...

Steveng · 04-01-2024

Favorite thing for me has probably been Sparks sessions. Sometimes the topics are very entry level but the users that are in the groups are often 5+ years experience with ST so they may have work-arounds for the areas ST hasn't been able to update ye...

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