AlexPhylactou
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator
since ‎11-16-2022
‎09-25-2023

User Statistics

  • 34 Posts
  • 1 Solutions
  • 97 Kudos given
  • 42 Kudos received

User Activity

Seeking Best Practices for Scheduling Service Calls

09-20-2023
Hope y'all are doing great! So, here’s the deal. We're trying to up our game with how we handle our HVAC/plumbing service calls, and we could use some pointers from you wise folks.Here’s How We Roll Now:The superstars at the front desk (our CSRs) slo...

Sold Estimate notification for the tech

03-30-2023
How do you all notify your technician that the estimate they wrote while onsite sold/converted to a job?I have alerts set up to notify the creator when online estimates are signed but we are not using this currently to avoid itemized price break down...

Create Estimate from Job Booking page

03-24-2023
Anybody have the Create Estimate from Job Booking page toggled on? What kind of business units are you using it for? Have you run into any issues allowing CSRs to build an estimate for the tech from the office?We don't give out pricing over the phone...

Location Naming Best Practices

03-23-2023
We are trying to create a standard naming procedure for locations and wanted to see what everyone else is doing.Right now we create a tenant and location with the same name but that throws it off when "Jason's vacation home" gets sold and has a new o...

Removal of signature required when charging card on file

12-20-2022
When our techs go out to a tenant/landlord job and there is a card on file, a signature is required even if the landlord is not present. Is there a way the tech can charge the card on file upon completion without a signature? Or use the authorization...
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