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...
We do Costco and Sam's club runs, haha. We also use rebate money from a
lot of our vendors. Good idea to have snacks. We have actually had our
techs mention this on annual feedback forums in person and anonymously.
We created a budget and rotate item...
We state that it is included in the install and the sales task goes to a
liability account. We had a similar discussion when we first did this
with our service memberships years ago. We went with "included" or
"pre-paid" and have a deferred and reali...
We do both. We have our marketing team email reminders as well. Our text
are manual w/ copy/paste customized by CSR but any team member can
respond to the text. We have responses scripted as well for basic
questions and information.
Update: I think I may have misread the original message. The items are
not showing on the invoice but the total is showing? If so, could be a
backend setting maybe (don't know) or the business unit setting hide
invoice price from technician (we don't...