ServiceTitan Community

jhufnagelERP · 11-02-2023

Hi everyone.Does anyone have any "workarounds" as we just learned ST doesn't have the inability to add a tag to the Estimate level. We required a deposit on all estimates prior to booking and would like to use a tag. The Opportunity Report doesn't al...

jhufnagelERP · 08-16-2023

Hi all,Is there anyone else using the Evalon payment processing option (and billing all jobs through Evalon)? Switching merchant services can be a cumbersome and expensive process. Prior to switching from Global Payments so we can use onsite payments...

jhufnagelERP · 08-08-2023

Hi all,We are looking to connect with other BC companies who are using Quickbooks Online (QBO) and ST integration to see how they are using QBO and ST integration. We haven't pulled the trigger yet (still using Sage which not great and doesn't integr...

Re: Service Titan Consultant · 08-02-2023

@kristent Hi Kristen,My name is Jennifer and I am a Business Analyst who is working with another HVAC/Plumbing company just down the road in Campbell River (I live in Nanoose). We were actually going to reach out to discuss some of the challenges we ...

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Estimate Workflow - any workflow suggestions

Evalon Payment Processing in Canada (British Columbia).

ISO: British Columbian companies using QBO and ST Integration

Re: Service Titan Consultant