ServiceTitan Community

LindaSV · 04-23-2024

My account is asking if there is another option for processing credit cards because since we are processing thru ST our fees have gone up, a lot! Is anyone using anything else and how do you like it? I was told to look at Authorize.net.Any suggestion...

LindaSV · 03-31-2023

Does anyone add their filters on a Membership? We have customer that use special filters and they would rather pay for their Membership and pay for their filters upfront with the contract. It will not let you add material unless you add a tech but we...

LindaSV · 10-27-2023

We are old ESC users also and I was looking for the same thing. I see where you are coming from on merging the locations after changing the original customers name to the new but that doesn't work if the original customer was a building that has mult...

LindaSV · 05-25-2023

Hello, Yes we ended up adding to "Tasks" a new item in the pricebook called "ConFilters" It will only let you add a task not materials. Since we don't do inventory having the filter go on the contract as a task verses a material is not a big deal. It...

LindaSV · 04-03-2023

We already have the filters in the pricebook and we are able to add the filter but it will not add the $$ for the filter onto the contract unless you add a tech. We are not scheduling the inspection at this time just getting paid for the contract and...

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Material on a membership

Re: Transfer equipment from old home owners to new home owner account.

Re: Material on a membership

Re: Material on a membership