ServiceTitan Community

Jase1000 · 05-24-2024

Looking for best practices & how HVAC companies are setting up the loyalty program in ST. Specifically:How are you awarding/accumulating points?How many points is each dollar is worth?Are you awarding points only to customers who maintain a membershi...

Jase1000 · 05-07-2024

Looking for information on how HVAC companies use/leverage task management when ordering parts. We are adding a warehouse/parts FTE and need to set up a process for communicating when parts are needed, when ordered, when in stock so job can be booked...

Jase1000 · 04-02-2024

We have a customer who wants a service agreement for 10 months their business is seasonal and only operates 10 moths a year. Customer has 5 locations, each location will require biweekly service beginning April 1 through December 31. Customer only wa...

Jase1000 · 02-27-2024

One of our service agreements has 44 locations, each location has 4 visits totaling 176 visits. I have only found two ways to book those visits: from the Service Agreement dashboard or from the "visits" under operations. Only one column can be filter...

Jase1000 · 01-08-2024

Needs Up Votes, pleaseWe serve a community with a high number of rentals, Airbnbs, VRBO etc where the owner lives off site or out of town. We would like the office staff to send the invoice acknowledgements to property owner for a esignature and when...

Jase1000 · 08-28-2024

Jessia - I manage at on the customer record. Go to Customer Details fly out, edit the Tags, scroll to the bottom, use the Payment Terms drop down to select the term, select Save. Note the term you indicated will apply only to invoices for jobs create...

Jase1000 · 06-07-2024

Tiffy - it is something that is set up in the office. Contact your CSM for details & how to implement

Jase1000 · 05-30-2024

Jenn: you need to contact your customer success manager; they will turn it on the backside. The program allows you to award points either at the location or customer level, points can be applied to invoices. Kinda like credit card points programs. It...

Jase1000 · 04-05-2024

I check the 10-day weather forecast daily, sometimes, multiple times a day, I always tell customers the inspection(s) are contingent on the weather: it needs to be at least 74 degrees to get accurate readings. If weather looks iffy, I will call to re...

Jase1000 · 04-02-2024

Thanks Miranda. That may work, with some fine tuning. I am going to try to set up in NEXT. Is it possible I can reach out to you if I have additional questions?

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Customer Loyalty Program

Task Management & Ordering Parts

10 month Service Agreement

Managing Service Agreement Visits

Esign & Office Staff

Re: Invoice formatting

Re: Customer Loyalty Program

Re: Customer Loyalty Program

Re: Hello from Bloomington

Re: 10 month Service Agreement