Vickies
New Contributor III
since ‎07-19-2022
‎10-16-2024

User Statistics

  • 17 Posts
  • 1 Solutions
  • 29 Kudos given
  • 15 Kudos received

User Activity

SEND PICTURES/DOCUMENTS TO CUSTOMERS VIA TEXT/CHAT FEATURE

06-28-2023
Wouldn't it be great if you could send pictures and documents like estimates, permits, etc to customers via the text/chat feature in ST from the office and mobile app?! We have customers often that do not want to provide an email address, they prefer...

NEW FEATURE NEEDED TO ALLOW SENDING PICTURES, DOCUMENTS TO CUSTOMERS VIA TEXT/CHAT FEATURE

06-28-2023
Wouldn't it be great if you could send pictures and documents like estimates, permits, etc to customers via the text/chat feature in ST from the office and mobile app?! We have customers often that do not want to provide an email address, they prefer...

Charge back to original technician for recall jobs

03-02-2023
I am curious how everyone else handles the invoicing and accounting for recall jobs when you need to charge back the original technician who was already paid on the original job that was recalled. For example:A technician did a job for a customer and...

Updating customer record for a service location that is under new ownership.

12-19-2022
I HIGHLY RECOMMEND Service Titan to look into ways that would make it possible to simply move a service location to a new or existing customer record instead of having to create new duplicate records and changing the customer records back and forth t...

Payment Collections-Credit Card Payments

11-23-2022
Suddenly credit cards are no longer an option to select when using the new payment collection feature to put payments in. The way I process payments for some of our customers is one CC payment for multiple invoices, I am not able to put in or process...
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