When we imported our customer database from our previous program into
Service Titan hundreds of accounts came in with data formatted for the
old program that Service Titan is not recognizing. I need to be able to
deactivate accounts in bulk so I figu...
This is an odd one.During a meeting yesterday we realized that we need
to pull a report that grabs all jobs with a certain phrase typed in the
notes and I am stumped at how to mine that data out of the system.
Anyone have any tips??
We have a sales team that takes in new leads and follows up on them,
sends estimates, etc. We also have technicians that are able to upsell
on their jobs as well. We are able to track the technicians pretty well.
The sales team is proving difficult. ...
It would be most helpful if once an estimate was sold whether it was
electronically signed using the email link or manually marked sold by a
representative if the estimate would be locked and not able to change
lines items or quantities. An estimate ...
It would be helpful if there was a way to bulk print all unpaid invoices
to be mailed to the customer.I know how to do it at the time I'm
creating the invoices and I know how to print statements for the
customers, but it would be helpful to be able t...
This drives me nuts! When I am approving the invoices before sending
them to the customer there is NOTHING on the invoice or in the job that
indicates there is a credit on the account. There should be a pop up or
SOMETHING that indicates a customer h...
I can definitely see a benefit to this! We work with roofing companies a
lot and they require PO or Project Numbers in order to process invoicing
and it would be helpful to have something like that programmed in!