ServiceTitan Community

LA_Barker · 08-23-2024

When is ServiceTitan going to finally add "CC" to the email???All of our Commercial customers what to see who the emailed invoice, estimate, etc was sent to. And every time we have to copy and paste or type the names "CC: Bob, Jill, Tim, and Ellen" i...

LA_Barker · 08-23-2024

When is ServiceTitan going to finally add "CC" to the email???All of our Commercial customers what to see who the emailed invoice, estimate, etc was sent to. And every time we have to copy and paste or type the names "CC: Bob, Jill, Tim, and Ellen" i...

LA_Barker · 07-25-2024

Something new....Now I have noticed when I am booking a Maintenance from the 'Recurring Service Event' (because that is our workflow), whenever I press 'enter' on the keyboard it will book the job. This has never happened before, I'm guessing it's fr...

LA_Barker · 07-09-2024

Why is "Approved" now being put in the memo on Credit Card payment? I mean, the Transaction Status already states "Success."We use the Memo for card info or if someone other than the customer paid. So I am having to delete the "Approved" on every tra...

LA_Barker · 01-24-2024

WHY, WHY, WHY, WHY!!!???Why did they have to change Credit Card payments on the Invoice? Now you can't edit the card payment from the invoice. Or delete a $0 failed payment. NOW after the last update; you have to go to the Customer Profile page, the...

LA_Barker · 11-02-2023

Thank you, but yes I run the Transaction Report in the payment gateway daily, for our bookkeeper. And it does not always show the transaction that failed. I will have 4 card payments fail and maybe one shows up on the Transaction Report; not sure why...

LA_Barker · 06-16-2023

@Nive dispatch@crystalairwater.comVery interested! Thank you.

LA_Barker · 04-28-2023

I visited the link you provided (thank you). I guess we do not have 'job notifications' turn on for our ST account; ours does not have the toggles for job notifications to be turned on or off. I took a screenshot of our 'new customer' screen.So we do...

LA_Barker · 04-28-2023

Ok, can you Please take a screenshot and provide me with a picture of what I should be looking for?I have looking all over the Customer's and Location's pages and do Not see anything about 'phone notifications preferences'. The first screenshot is of...

LA_Barker · 04-27-2023

I looked, I do not see 'job notifications' on our Customer's edit page.... ???

ServiceTitan Community

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"CC" emails for invoices, forms, estimates, etc.

"CC" emails for invoices, forms, estimates, etc.

FIX THIS - Pressing 'enter' on the keyboard while scheduling a Recurring Service Event

Credit Card payment "Approved," why?

Editing Credit Card payments on Invoices

Re: Payment Alerts

Re: Who Wants a Sneak Peek? - New Dispatch Board!

Re: Dispatch Board Job Pop Out needs.....

Re: Dispatch Board Job Pop Out needs.....

Re: Dispatch Board Job Pop Out needs.....