ServiceTitan Community

iwarren39 · 01-11-2024

One more day until Friday! Hope you all have a wonderful and productive day!

iwarren39 · 05-22-2023

Hey everyone! So I need a report that shows customers without an email address. The report I'm currently working on has the customer name, customer email, location email, and location address. I have both email columns filtered as 'is empty'. Unfortu...

iwarren39 · 03-02-2023

Hey everyone just need help with a simple question and I'm not sure if there is a way to fix it on our side. Our invoices that are being emailed over are not showing the 'Online Payment Link' we have set up in the invoice email settings. It shows all...

iwarren39 · 11-08-2022

We are an HVAC and Oil company. We have plenty of customers who call us about oil delivery but do not use any of our other services. We are trying to figure out a solution so that CSRs can mark these calls as booked without having to create a new job...

iwarren39 · 02-20-2024

Our Customer Service Manager tends to have a BINGO game running through the busier months for the CSRs. Some examples include "Save a membership" or "Book X amount of calls for the day" or even running jokes that occasionally happen in the office spa...

iwarren39 · 05-24-2023

Thank you. I'll definitely be using both of these suggestions!

iwarren39 · 02-21-2023

Sure can! In settings, go to payment and invoice types. Select the appropriate payment type(s) and click on edit. A pop-up screen will show the option to hide it in Mobile.

iwarren39 · 02-16-2023

If you go into 'Membership Types' and edit your membership, click the drop down arrow next to the basics tab. Click on discounts and you can apply discounts based on 'All Services' 'Business Units' or 'Categories'. If you select categories it will br...

iwarren39 · 02-02-2023

I know iPhones have a feature like this from the notes section and lets you scan in a document to your phone. A quick search on the app store for "photo to text" has lots of options as well. As for the specific app he mentioned, I'm not sure but ther...

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User Activity

Hello!

Customers without an Email address

Online Payment Link not appearing on email

Trying to figure out a way to mark a fuel ticket sale as a booked call

Re: Employee Appreciation/Team Building

Re: Customers without an Email address

Re: Technicians' ability to take payments

Re: Discounts on parts

Re: App Used To Convert Photos Of Equipment Labels Into Text For ST