ServiceTitan Community

charringtonPSB · 02-07-2024

Hi All-Was reading this thread (https://community.servicetitan.com/t5/The-Up-s-The-Down-s/Pricebook-Setup-for-Garage-Door-Co/m-p/36350/thread-id/113) and had a lingering question about adding springs as material or equipment. Can anyone share how the...

charringtonPSB · 08-25-2023

Hi all!Any suggestions for building a subcategory (or category) for square footage? Thinking of flooring and how best to do that.

charringtonPSB · 07-25-2023

Hi all-As far as I can see, the e-signed estimate is automatically attached in ServiceTitan by the system. Does anybody know where the original document is housed?

charringtonPSB · 06-14-2023

Hi all-We work in multiple zones & are hoping to build/pull a report where we can have all leads for follow up with customer phone & email, by zone (or multiple zips). We've spent a significant amount of time trying to figure this out, but haven't fo...

charringtonPSB · 06-14-2023

Hi all-I am seeing the Tags heading on a lead accessed from 'leads' in the follow up module. Additionally, seeing the "tags" column in the working screen from 'leads' in the follow up module. BUT where in the process are we able to add the tag?

charringtonPSB · 03-04-2024

I thought there was a backend config to lock in the start time for the day. Id ask support (who might bounce you to your csm).

charringtonPSB · 03-04-2024

Hi @dmbueno Sorry to hear about this change management struggle!I have found that SOPs, documenting issues with notes, who it was reported to, turnaround time, etc. & having visibility into that for the team, and encouraging consistency with those ha...

charringtonPSB · 03-04-2024

Hi @CNorman-GDM !Lead comes in - ideally we book a job, but if not, we log a follow up (which lives under leads in the follow up screen). If we work the lead & book the job, we convert it from that lead screen.We currently book an estimate job type f...

charringtonPSB · 11-09-2023

Not that I'm aware of. 

charringtonPSB · 09-14-2023

Hi Team - any update here!

ServiceTitan Community

User Statistics

User Activity

Pricebook - Materials v. Equipment for Springs

Buildout for square footage

Where is the original sold estimate housed?

Generating leads for follow up, by zone

Tags on leads

Re: Dispatch Screen

Re: New but not new...

Re: Outside Sales

Re: Customer Notifications

Re: Buildout for square footage