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 · 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...

Steveng · 04-01-2024

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...

Steveng · 04-01-2024

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...

Steveng · 03-28-2024

When our techs on actively on a job and are about to finish they log a wrap-up in ST mobile. Our DSR's see that message and then contact the customer to let them know a tech will be available soon. When the tech calls in to our dispatch line their ne...

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