ServiceTitan Community

alphapaige · 04-28-2023

Our members bill annually and auto-renew. We offer 2 recurring services per membership year, seasonally (March and September). I want to avoid giving away free services if a renewal falls directly after a service is scheduled.For example: Memberships...

alphapaige · 03-23-2025

Curious how you managed to manipulate the system - I'm looking for any way possible to track those outbound leads!!

alphapaige · 03-23-2025

Could you share this report?

alphapaige · 03-23-2025

I am also struggling with this, mostly the outbound calling - there doesn't seem to be a good way to track leads that have come from outgoing calls, and I think that's an important metric to track.

alphapaige · 09-21-2023

@ccranfor Alpha PlumbingI have been testing, and if I check "remove from board" when creating the event, it does get dropped off the dispatch board, but still appears as "paid time" for the tech, regardless of whether or not he's clocked in.

alphapaige · 09-21-2023

@ccranfor , you're correct, the event does not drop off the dispatch board if the tech fails to clock in. It stays, even if "exclude...." is checked ON.We do not use Simple Clock In/Out because we don't want all idle time paid for - we have it capped...

ServiceTitan Community

User Statistics

User Activity

Membership Recurring Events and Renewal Dates Don't Line Up

Re: Outbound Lead Tracking

Re: Outbound Calls

Re: Total Lead Reports

Re: Non-Job Events and Time

Re: Non-Job Events and Time