ProServ12
New Contributor II
since ‎01-26-2023
‎07-30-2024

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  • 6 Posts
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  • 3 Kudos received

User Activity

Has anyone had yearly memberships set up in service titan and then decided to switch to monthly billings? We have gotten a lot of feedback from customers that they would join if we offered a monthly billing rather than the yearly as $700 dollars (for...
Does anyone have a way of tracking the outbound happy calls the CSR makes during the day? Trying to find a way to track the productivity of our CSR.
We offer a membership where the customer will receive a AC checkup and Furnace checkup each year. We offer many tiers of this program so they can receive discount pricing. How can we run report in Service Titan to view which customers have not yet co...