ServiceTitan Community

bdanielson · 01-04-2024

Hi all, I recently created a test service agreement for a customer and marked it as activated to see what it would look like completed. My plan was to deactivate the service agreement afterwards, but now it looks like the agreement has been permanent...

bdanielson · 11-16-2023

Hi all,I just found out about the new Service Agreement feature that was added in the most recent update, and I'm not seeing it anywhere the videos/articles say it should be. Does it have to be specifically activated for an account, or has it not bee...

bdanielson · 11-02-2023

My name is Brendan and I work for a plumbing and heating company in Vancouver, BC. These forums have been a big help with finding solutions that aren't easy to find through the usual methods

bdanielson · 11-01-2023

We have a few customers who absolutely insist on having invoices either mailed or faxed to them. However, during the usual flow of sending out invoices, more often than not their invoices will be emailed to them, as the only way of marking them as ha...

bdanielson · 10-11-2022

Hey all,We have a couple jobs that keep showing up on our Needs Billing Assistance report, but they've been closed and paid for a while now. The only thing I can see is that there's a hold placed on each of them. However, when I go to complete the jo...

Re: What trade are you in? · 01-09-2024

Hi all, I work for a plumbing and heating company based out of Vancouver, BC. We focus on installations for boilers, furnaces and heat pumps, as well as residential and commercial maintenances

bdanielson · 01-05-2024

As soon as I accepted and couldn't find the delete/deactivate option I got scared too @KBlank87 . So far we're loving the potential and getting ready to roll our existing agreements into this format. I'm excited to see how this all works out. Hopeful...

bdanielson · 01-04-2024

Update - Finally found it buried in the release notes: https://help.servicetitan.com/how-to/cancel-a-service-agreement

bdanielson · 11-16-2023

Thank you @MollyVS !

bdanielson · 11-16-2023

Super excited for the new Service Agreements! When are those going live? I'm not seeing anything in our account, just wanted to know if this is another add-on or if it'll be activated at some point?

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