ServiceTitan Community

Tonia0079 · 01-15-2024

Have a great week and stay warm 略

Tonia0079 · 07-12-2023

What are some reasons for the HOLD status in the review section of the AR Hub? Working on utilizing the review status, and process. Who reviews invoices in your office - is it a Service Manager, CSR/Dispatcher, or someone in your Business Office?

Tonia0079 · 01-17-2024

I'm still able to find automatic invoicing under settings>invoicing.

Tonia0079 · 01-15-2024

I created a tag called after hours and tag those calls. You could then make a report using tags and filter, but going backwards, I don't know of anything that looks at time of calls.

Tonia0079 · 12-21-2023

At the top of the "close & classify" page once I choose it, but before I choose a call reason, I have the option to go back to Job Booking form. Is this an option for you?

Tonia0079 · 12-21-2023

Hi! Searching any questions I have and if I can't find the answer, there's a lot of knowledgeable people that will answer questions. The monthly meetings are helpful to be able to talk to real people and get information, too.

Tonia0079 · 12-13-2023

Thank you, Sheena! We just added a sales business unit and have been marking our estimate jobs as no charge/non opportunity since we don't charge for them, but since it is obviously a sales opportunity, that didn't make sense. 

ServiceTitan Community

User Statistics

User Activity

It's a Monday!

Invoice Hub Review - Hold Status

Re: Automatic invoicing nowhere to be found now?

Re: Call Report

Re: Booking Question-

Re: Hi

Re: Sales Job Processes & Procedures