ServiceTitan Community

kgarvey8 · 09-02-2022

Im having an issue with my pricebook items being exported to quickbooks and removing the Service Titan HTML format. If I create the service task and edit the HTML with the correct tags, when an invoice is generated to QB it removes it and creates 1 l...

kgarvey8 · 02-09-2022

Hi all new to ServiceTitan. A lot of our estimators do not create estimates on the spot or immediately after the visit. Sometimes we have to gather fluctuating material costs prior to submitting an estimate. Does anyone currently do this? If so what ...

kgarvey8 · 07-02-2024

We also have this process. The Service Titan work flow for this is very complicated and frustrating. What we ended up doing is exporting the payment to Quickbooks. Created a "retainer" invoice that links to a liability account. Then when final invoic...

kgarvey8 · 09-30-2022

I have I think the same issue, depends on the length of the job summary of the job you hover over - and where your screen is position.

kgarvey8 · 06-23-2022

Is there a report function though? We have some pretty high volume and having a report would be beneficial.

kgarvey8 · 06-22-2022

I have a similar “issue” though I have plenty of daily customers who don’t search for us online cause they’ve been using our business for 30+ years our # is stored for them, they aren’t googling us or anything else. any suggestions?

kgarvey8 · 05-18-2022

try https://www.hammerapp.com/

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HTML to Plain Text

Create Estimate Later?

Re: Down Payments

Re: Job Descriptions at the Top of the Dispatch Board Get Cut Off

Re: When a customer signs an estimate from home, they think that the job is automatically booked. A

Re: Existing Customers as a "Campaign"

Re: Commercial Routing