ServiceTitan Community

cclarke · 03-06-2024

Hi everyone! Just passed my Certified Admin Program for our HVAC company in Boston. Learned a lot through those exams. Eager to implement some of those into our day to day operations.

cclarke · 01-17-2023

Is there a way for employees to enter Unpaid Time Off for future date in the same week? My colleague tried entering Unpaid Time Off for this coming Friday and it wouldn't let her do it.

cclarke · 02-07-2024

We get an automatic Account Receivable email from ST that shows all our AR's (current, 30, 60, 90)We clean it up and email and call our customers daily to get payment. Most of the time they just need the payment link then its easy for them to pay.

cclarke · 07-13-2023

It's still an issue. Unfortunately making it "required" doesn't mean they do it. We have required forms but the employees just "start" it and forget to enter anything or submit it.

cclarke · 01-17-2023

I wasn't aware we had to do that. Thank you!

cclarke · 01-17-2023

Unfortunately we're running into this issue too. They can close out the job and the forms will say "started" but no one gets an alert since they did not submit. Don't think there's an ST fix at this time.

cclarke · 01-17-2023

ST will automatically populate recurring services per year depending on what you have set up. For our office, we have our Cool Maintenance populate for all membership every March so all cooling call schedules show up in March for that specific year. ...

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Hi Everyone!

Unpaid Time Off

Re: Customer Collections

Re: Making A Form Mandatory

Re: Unpaid Time Off

Re: Making A Form Mandatory

Re: Recurring Service Events for 5-Year Memberships