ServiceTitan Community

MirandaMel · 08-20-2024

I thought I was going crazy for a bit, but this screen definitely does not save your last selection anymore, seems to be defaulting to Customer now. @BCN do you have any insight?

MirandaMel · 07-04-2024

Happy 4th of July to all our American friends! Hope you are enjoying your holiday!

MirandaMel · 06-20-2024

I was very sad to see that the community will be sunset in the fall. I have found this a way more positive platform that Masterminds and significantly more personable. I am happy to see that ST will be working to make Masterminds a more positive area...

MirandaMel · 05-30-2024

I have reviewed some older topics on this but there doesn't appear to be much new in the community on outbound calls.I am wanting to know how many outbound calls are being booked on a daily basis from my CSR's. I know I can get the manual calls booke...

MirandaMel · 04-29-2024

This was just rolled out but had no details on how to set it just yet (that I have seen) so figured I would put this out there in case anyone else is interested!Under each business unit, you can now select the default warehouse so that when you creat...

MirandaMel · 08-27-2024

Under employee permissions you could uncheck "Edit arrival window" and maybe that will fix it?

MirandaMel · 08-27-2024

Hello and welcome! Great job on completing your certificate!

MirandaMel · 08-23-2024

Check your settings for Call Blocking & Spam Prevention to make sure nothing is ticked off on there that shouldn't be.

MirandaMel · 08-20-2024

The AR Reconciliation report might work for you in this case. Edit your columns to include Number of Days Outstanding, then filter for anything greater than 0 to see your current outstanding AR. Then you can sort and filter as you go. Group by custom...

MirandaMel · 08-16-2024

There is no way of making it required, but there are a few ways to help minimize this issue. We have a custom dashboard where we show a module for unassigned techs.The other option would be to create a custom field that asks "Did you assign a technic...

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How come the search screen doesn't save your selection anymore?

Happy 4th of July from Canada!

Very sad to see the community being sunset...

Outbound Calls vs Manual Booked Calls and tracking

ST 69 update how to set Default Warehouse

Re: Disable Custom Arrival Windows

Re: Hello :))

Re: Is anyone else consistently experiencing "missed opportunities" in Phones Pro??

Re: AR Aging - AR Transactions by Customer - with detail?

Re: How to require "assign tech" during call booking?