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...
We have not been able to verify locations at all since this new update
came out! Even after entering in the customer's address manually, with
city, state, and zip code the system still fails to verify the
information correctly! We accidentally booked...