ServiceTitan Community

AngieBeri · 11-01-2023

I have been informed by our accountant in Canada ( we are a Canadian company) that the invoices we receive from Service Titan do not show Service Titan's HST number on them . This is required in order for us to claim the HST we are paying them. Can s...

AngieBeri · 07-17-2023

this morning I came into work to find out our phone number is answering but telling the customer the line is out of order... The phone number is our advertised number. We had to give up this number so that Service Titan could use this number to forwa...

AngieBeri · 02-03-2023

We are an electrical contractor. The process in our company is that we receive a call from a possible customer regarding a job. We will book an appointment for our estimator to go to the job site to review what is required , make notes and then retur...

AngieBeri · 08-17-2023

We have this same issue.. I understand how your work process works.. .The work around ST gave us is this:. We go to the job where the estimate was made. We add an appointment ( turn off customer notifications) and put one of the technicians on it . W...

AngieBeri · 08-17-2023

What is it you need help with? We switched to Elavon.... you can reach me at info@advanced-electric.ca and perhaps I can help you. We use ST to send our invoices and there is a link in the emailed invoice to make the payment for the invoice. It has b...

AngieBeri · 08-17-2023

Hi Wendy, We have this same issue.. I understand how your work process works.. .The work around ST gave us is this. We go to the job where the estimate was made. We add an appointment ( turn off customer notifications) and put one of the technicians ...

Re: What do you want to see? 🤔 · 08-10-2023

sorry for taking so long to get back to you.. I was busy... I don''t find the office work a burden at all . I love to be busy from the moment I get in until I leave! I'm so accustomed to it, I even have some days where I have nothing to do ( especial...

Re: What do you want to see? 🤔 · 08-09-2023

Hi Dave, I work for a small electrical contractor company. We have 5 techs and 2 office staff. In our company the office staff does all the booking, selling and payment collecting.. We have sent numerous requests to ST to allow the office staff to be...

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Service Titan monthly Invoices to us(CDN customer) do not include the ST's HST number on them....

Problems with our forwarded phone....

how to obtain and print a material list from an estimate?

Re: Converting estimates to bookings

Re: Evalon Payment Processing in Canada (British Columbia).

Re: Does anyone have an idea on how to convert an estimate to an invoice at the office level?

Re: What do you want to see? 🤔

Re: What do you want to see? 🤔