ServiceTitan Community

seemore · 05-21-2024

I randomly get a pop up that tells me there is an update for the Web Connector for Quickbooks Desktop. I click "yes" to install it and it seems to update and restart the connector and then the pop up just randomly comes back again. I don't think it's...

seemore · 05-17-2024

We had created a tag for "Do Not Service" prior to the button the customer account being available. I have gone through and verified all accounts that had the tag now have the button clicked. While I was doing that, I found a number of accounts still...

seemore · 01-26-2024

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...

seemore · 10-10-2023

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??

seemore · 08-08-2023

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. ...

seemore · 05-22-2024

I will give that a try! And I'm also going to seek out that Masterminds group on Facebook, thank you!!

seemore · 08-09-2023

Is there a work flow or something on how to set that up as far as work flows for tracking from the lead stage to sold? We used to be able to track closed ratios and it's hard within Service Titan

seemore · 07-21-2023

Is there a recording of this webinar that we can view?

seemore · 03-30-2023

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...

seemore · 12-29-2022

We use the Hold section for those jobs!

ServiceTitan Community

User Statistics

User Activity

Web Connector Update Issue

Do Not Service feature

Bulk edit customer account data

Notes on Jobs

Sales Tracking

Re: Web Connector Update Issue

Re: Sales Tracking

Re: [WEBINAR] Dispatch Pro: The Future of Dispatching is Here

Re: Auto Apply Credits

Re: Pending Jobs