Is there a way to bypass the automatic training on ST for a new employee that is assigned to the CSR roll. It not needed as we hired a new girl that came from another company that used ST for the past 6 yrs and she is VERY well trained already.
QuickBooks Desktop is a powerful accounting software solution widely used by businesses for financial management. One of its key features is the multi-user mode, which allows multiple users to access the same company file simultaneously. However, use...
Can we please bring back the ability to adjust the notification setting for the same phone number or email on both the customer & location card? Can we also have the same option when we change the tag label for a specific phone number or email? Servi...
Simply put, I am curious if there is a function in ServiceTitan that would allow us to have a large view calendar of overall routing areas for a month or two (or as far out as needed), and be able to see what tech is in what area, how many appointmen...
Click here to vote!When a location is deactivated, we have to go in and dismiss any recurring services. It would be great if these automatically deactivated when the location is deactivated.
Hello, All!We are a small plumbing company that has recently added a separate LLC HVAC company. So it's like a parent owner and two branches running out of one office. Any suggestions on work flows, invoicing, Quickbooks, taxes, insurance, and dispat...
Good Evening, I was wondering if you would be willing to share with me your favorite thing about Service Titan that made your job so much easier? I am fairly new to Service Titan, and I love so much. However, I would have to say My Favorite thing abo...
Hello everyone! We recently went live earlier this month. We are still learning this amazing new software. I've noticed that customers will become inactive for some reason. Does anyone know how to avoid this from happening? We can't figure out why cu...
When we replace equipment, the replaced equipment still shows up as a gray tag on the dispatch board & location. Is there a setting or a process to follow so that only currently installed equipment is listed? Or something we can do without deleting t...
It is required for implementing capacity planning to have technicians assigned to a business unit but when I go into tech settings, there is no option to select a business unit? Is there a different place where this is done?
