Hello! My name is Lisa Maddux. I am a CSR for a residential
hvac/ele/plumbing service company in North Texas. Look forward to
learning more about Service Titan.
How are you saving the lead? From the booking screen after adding the
customer info and creating the customer.. at the bottom.. close and
classify, then log a follow up.. this will be searchable thru the follow
up/leads. If you choose don't log a fol...
