ServiceTitan Community

HHertziger · 09-13-2024

I love that sending invoices via SMS is now an option, however, it feels like a step was missed when this was implemented.On the customer page under Invoice and Statement Delivery there are check boxes for Mail and Email. It feels like SMS should als...

HHertziger · 07-31-2024

Is anyone else having an issue with uploading multiple images and/or attachments to the customer record? I used to be able to upload a bunch of files at once but now it says it's loading them but just doesn't. I have to upload each one individually w...

HHertziger · 10-25-2023

I have one customer who became our customer in April of 2022 at location A. This year she bought location B and still owes A. She now lives in B and her daughter lives in A. She wants B to be the billing location. How do I change her account so that ...

HHertziger · 05-04-2023

When I go to the AR Management section of the Accounting page to enter checks I get this Page Unresponsive error after every single check. Waiting just gives me the error again so I have to hit the Exit button each time I enter a check. This has been...

HHertziger · 04-06-2023

When a customer accepts an estimate online they get an email thanking them for accepting the estimate and containing a copy of their signed estimate. Is there a way for me to edit the settings for this so that I also get a copy of their signed estima...

HHertziger · 08-19-2024

Update to my earlier message, the issue seems to have been resolved for us. Hopefully it is now working for you as well.

HHertziger · 08-16-2024

We are having the exact same issue. We don't auto batch anything but credit card payments and they auto batched just fine on 8/13 but on 8/14 and 8/15 they didn't. I opened a support ticket and then came here to see if anyone else was having the same...

HHertziger · 08-06-2024

Thanks. Unfortunately clearing my cookies and cache didn't work. The issue also affects my assistant as well so I'm going to reach out to support.

HHertziger · 04-12-2023

Thanks I have done so. COMMUNITY-I-3427

HHertziger · 01-19-2023

Thank you, this is EXACTLY what I needed. I too prefer to use Service Titan instead of excel. It's so much easier to track things vs trying to hunt down exactly the right spreadsheet.

ServiceTitan Community

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User Activity

Invoice and Statement Delivery

Issue uploading multiple images and attachments to the customer records

Changing a customers billing location

AR Management page unresponsive error

Estimate Acceptance Emails

Re: Auto Batch

Re: Auto Batch

Re: Issue uploading multiple images and attachments to the customer records

Re: Estimate Acceptance Emails

Re: Logging a Task for a customer who doesn't have any jobs