Hi! I work for an HVAC company, and we are in the beginning phases of
adding a Plumbing Division. Would anyone be willing to share general
plumbing best practices with ServiceTitan? Any and all information would
be extremely helpful! We are looking f...
Memberships have always been my biggest challenge in ServiceTitan. I
thought I finally had them figured out, but I'm finding myself
discouraged and confused again. I've attached screenshots of an example
that will hopefully help my question make sens...
Can ServiceTitan integrate with multiple QuickBooks accounts? The
company I work for is purchasing another business. We want to have two
separate QuickBooks accounts to keep the financials separated, but use
our one ServiceTitan account for both comp...
We just purchased a new company and had to create separate memberships
for the new customer base for various reasons. Our existing memberships
are set up bi-annually, and the new memberships are set up annually.
When I go to book a job from the Calls...
Does anyone know if it is possible to edit the Business Unit for a job
after the job has been completed and exported to QuickBooks? I am
currently not able to do this, but I am wondering if there is a
particular setting that allows this. Is there a w...
Yes there is a checkmark. I've attached a screenshot of our cooling
maintenance recurring service. We have this recurring service assigned
to our own customers' memberships and the new business customers'
memberships. The recurring service event gene...
There are not recurring service events attached to the membership. There
are recurring services populating for March and September 2023, but
there are not recurring service events. We do have first visit already
complete checked off.