User Activity

Is anyone else having an issue when they go to edit a customer's contact information where you click on the blue "Edit Contact Methods" box and then the page automatically refreshes closing you out of the edit customer tab? this does not happen on th...
Does anyone know if there is a report that I can run to get a list of all the customers we have served year to date? So far all I have been able to find is customer list, which turns back a list of every customer in our system and not the customers t...
Hi Titans of every form!My HVAC company recently got two Costco stores that we are going to be generating leads in and I was wondering if any other companies (of any types) that use Service Titan also work with Costco and how they handle the paperwor...
Is there any way for us to see what customers do not have an accountingSystemID? We export our information to a different accounting program to handle transactions but to do this we need to ensure that every customer has an accountingSystemID that is...
Does anyone know if there is a way to stack discounts on an invoice? We offer a $1000 off discount on full system installs and have a 15% off a total for installs that are paid with cash or card. The 15% off discount is taken off after any dollar amo...