bradley_
New Contributor
since ‎10-20-2021
‎02-09-2024

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  • 4 Posts
  • 0 Solutions
  • 1 Kudos given
  • 3 Kudos received

User Activity

There is a flaw in Service Titan Accounting where a customer pays an invoice (Let's say $20 for simplicity) and shows the invoice as PAID but if the payment is rejected due to "Invalid Account" or "NSF" or any other reason I have to manually add a ne...
We closely track technicians conversion rates in their scorecard and technicians get "docked" (i.e. job not converted) when they flip a lead to a sales technician that sells the job. They get credit for the lead and the sale, but the job is not count...
Is there any way I can edit the fields on the technician scorecard? I'd like to edit the fields to show different metrics than what are currently on there. For example, I'd like to show Number of Opportunities, Number of Replacement Opportunities, To...
I have 3 Locations: CSV, SV, BR. Using Install Job Type as an example, we have Business Units aligned to this job type.Install - CSV Install - SVInstall - BRIf I choose Job Type: Installation on my job booking, I have the above 3 Business Units I can...
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