ServiceTitan Community

ashsmith · 11-03-2023

New features in Community? YES please! Certified Administrator and 2023 pantheon attendee from Texas! Excited to see more functionality every day 

ashsmith · 10-12-2023

Anyone know if there is a way to get the TSYS Settlement Report scheduled, where is will show the expanded data from the batches? I've been racking my brain for my accounting department trying to figure it out. Ultimately - what I need to see is the ...

ashsmith · 12-20-2022

COMMUNITY-I-2492Idea Posted! I'm cleaning up for the end of the year and realized there are no bulk admin functions for purchase orders! Of course I can send a list to my CSM, but I'd like to be able to do it myself. I'd also like some expanded funct...

ashsmith · 12-14-2022

I know a lot of companies have rules about how early before a shift you can clock in, timeclocks that don't allow anything prior to 15 min early, etc. I have a specific group of "technicians" that are notorious for clocking in at 6am (or earlier) and...

ashsmith · 10-26-2022

For those of you that pay HVAC salesmen their commission on a sliding percentage scale based on the amount discounted off of book price: would anyone be willing to share the details of their plan?

ashsmith · 10-20-2023

If you have everyone needed already assigned to the event, when you click "edit event" and change it to whatever day you want it on, it will change for everyone assigned to it. Is that not what you are trying to accomplish? Sorry if I misunderstood!

ashsmith · 10-20-2023

When you create a non job event, you can add multiple people all to that same event. It's over on the right hand side. All the following events related to it (if you set up event to reoccur) will be assigned to the same group of people selected so if...

ashsmith · 10-12-2023

Voted! That's a great idea @RandiThompson!

ashsmith · 07-20-2023

Excellent and informative content as usual! Thank you for doing these!

ashsmith · 01-24-2023

This is probably not the quick fix answer you're hoping for, but I highly recommend spending the time to set up Services within the pricebook. Add the base service: Set up your names, codes, descriptions etc for the system, or components you are sell...

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Hello from Texas!

TSYS Settlement Detail - Drill Down

Bulk Edit PO's!

Guardrails for Clock In/ Clock Out?

Sales Commission Sliding Scale - Help?

Re: Editing Re-occuring Non-Job Events

Re: Editing Re-occuring Non-Job Events

Re: Sorry I'm on a project soapbox today.. need votes

Re: Release #66 | ServiceTitan Release Notes Overview

Re: Equipment and Material Order Sheets