coatesin
New Contributor II
since ‎10-08-2021
‎11-22-2024

User Statistics

  • 6 Posts
  • 0 Solutions
  • 8 Kudos given
  • 4 Kudos received

User Activity

I believe we have like 6,000 customers in service titan. What would be the best practice for printing every invoice for every customer to put in files.
I need a report from Jan 1-Now of Customers that have used our services this year only 2023. I will be using this list to send out Christmas cards. When trying to run it from the customer list report it's showing all lifetime customers even though I ...
Where would I navigate to add a sentence to the fine print writing where customers sign estimates/invoices?I would like to add something about permits. Example of what it currently says-I find and agree that all work performed by Coates Plumbing Inc ...
If you are having a hard time with Service Titan, I would highly recommend joining the EmberSession. We meet via zoom once a week for an hour. I'm on week 3 and my titan advisor score is increasing and I'm learning so much!Check it out if you haven't...