ServiceTitan Community

monar_arlene · 12-28-2023

Happy Holidays, Ladies!I need to hire for 2 positions for our office. One will be a CSR role and the other will have additional responsibilities like collections, entering vendor invoices, overseeing our maintenance programs etc. while answering phon...

monar_arlene · 11-30-2023

Hello,Is anyone else having a problem with exports to QB after doing the recent QB update? QB shuts down on me every time I attempt to do an export. Curious to see if anyone else is facing the same problem.

monar_arlene · 05-18-2023

Hello,Does anyone offer any sort of health and wellness programs/perks to their employees? We are a small company and don't offer health insurance so I'm looking for wellness perks to offer to the employees. We offer gym memberships, buy them cases o...

monar_arlene · 05-18-2023

We currently use QB 2020 desktop and we're quite happy with it. We don't use it for payroll, invoicing, or inventory etc. I do however download banking transactions monthly for reconciliations and it seems I won't be able to do that anymore unless I ...

monar_arlene · 04-17-2023

Hello Ladies,Would you mind sharing what your payment terms are for your customers, both residential and commercial? Do you collect payment at end of service, do you charge a fee before dispatching a tech, do your commercial customers have 30 days to...

monar_arlene · 01-11-2024

Thank you! That's a good one, I like that title a lot. Thanks for responding. 

monar_arlene · 12-29-2023

Thanks for your response, Michelle. I do like that title and I'll definitely use it.Any suggestions for the other role which includes collections, entering vendor invoices, overseeing our maintenance programs etc.?

monar_arlene · 05-23-2023

Thanks, Chelsea. Definitely implementing this one!

monar_arlene · 05-22-2023

Hi Barbaral, thanks for your response as well. Great idea of the goodie bag for birthdays. I do a GC but I like your idea of the goodie bag as well... instant treat to enjoy.  I'll also be adding ice pops, seems to be a popular one. Thanks again!

monar_arlene · 05-19-2023

Love the ice cream/pops idea! Definitely adding that idea, it'll be a great since it's summer time. I do snacks/breakfast for staff meetings, and surprise lunches as well. I used to do surprise flowers for the CSRs but don't think I've done it this y...

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CSR/Dispatcher Titles

Exporting to QB after the Recent QB Update

Health and Wellness Program for Employee

Quickbooks Desktop 2020 support going away

Customer Payment Terms

Re: CSR/Dispatcher Titles

Re: CSR/Dispatcher Titles

Re: Health and Wellness Program for Employee

Re: Health and Wellness Program for Employee

Re: Health and Wellness Program for Employee