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.
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...
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...
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...
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...
I would recommend signing up for the Service Titan Certified
Administrator course and complete the pricebook modules. I would also
recommend you reach out to your CSM and see if there are any pricebook
trainings. In addition to those things you could...
Could create a custom field on a job or location called "office notes".
Those notes would show up on the top of the job page for office team
members and is a little more difficult to spot on mobile but it is
there. I am not sure if the techs would be...