ServiceTitan Community

ErikaF · 07-21-2023

Looking for workflow to move a piece of equipment to a new location. SAME owner. Client moves and wants us to uninstall at old house & reinstall at new location. I'm thinking best thing is just one job and editing the location address after the move ...

ErikaF · 07-21-2023

Looking for workflow to move a piece of equipment to a new location. SAME owner. Client moves and wants us to uninstall at old house & reinstall at new location. I'm thinking best thing is just one job and editing the location address after the move ...

ErikaF · 07-20-2023

Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible?

ErikaF · 02-24-2023

The payment link has stopped showing up on statements for imported customers. It's just a blank spot in the email. Since we are still in our first year with ST, 95% of the customers are imported so the statement functionality is broken for us. This h...

ErikaF · 12-16-2022

Should be able to easily email a payment receipt without having to log into the gateway, find the transaction, copy the clients email from ST, go back to the gateway to finally email it. 80% of the time people pay at time of service and the invoice i...

ErikaF · 08-02-2023

Same

ErikaF · 06-29-2023

We handle this by not using autobatch for checks. Checks are batched when I have them in hand.

ErikaF · 02-27-2023

I see the link!!! Thank you so much! Looks like you can close out these case numbers:The case you recently opened, 02258934, appears to be related to another open case. To help us serve you better, we've merged this with your existing case, 02258916....

ServiceTitan Community

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workflow to move equipment

Moving equipment

Completed jobs by creator

Payment link missing on statement email

Payment Receipts

Re: Service Titan Down

Re: Check Audit - Enhancing Payment Audit Process

Re: Payment link missing on statement email