ASHLEYZALMAN
New Contributor II
since ‎03-30-2023
‎09-20-2024

User Statistics

  • 4 Posts
  • 0 Solutions
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  • 1 Kudos received

User Activity

Is there a way to make the cancelled calls red or greyed out when you are on the customers account? We have to click in them and see that the call was cancelled. It would be GREAT if you could tell if the call was cancelled before clicking into the c...
Hello!Ok so we have been trying for nearly a month to get service titan to connect to Quickbooks. I have called customer service as well as the onboarding specialist and we cannot seem to get it going. I have reports due and sales tax reports that I ...
Is there a way to run a report for any calls that need to be followed up on? In our old system we had a status button we could put calls on "quote on parts" or "parts on order". Our service manager comes in the mornings and goes thru all the calls fr...
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