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Posts

Water specialist mentor

Hello, we are located in the Myrtle Beach area of South Carolina and we are thinking of starting a separate water division. We are looking for a mentor in water testing and filtration somewhat close to but not in Myrtle Beach area but not limited to ...

KValley by New Contributor
  • 1056 Views
  • 1 replies
  • 1 kudos

Grouping common tasks and adding to project

Howdy! Our install projects have a consistent list of tasks that the coordinator needs to perform and it would be helpful to add them all at once instead of each task/subtask individually. It's a rather long list of tasks and I don't mind taking the ...

nj1stcho by New Contributor
  • 2909 Views
  • 5 replies
  • 0 kudos

Estimate sent to wrong email

We have a commercial customer that called for recommendations and estimates, our tech accidently sent the estimate to the HOA instead, is there a way to keep the HOA from viewing the estimate in the portal now?

CatCoyle by ServiceTitan Certified Administrator
  • 1565 Views
  • 1 replies
  • 1 kudos

ServiceTitan in Dark Mode

Disclaimer: To enable this, you need to play with your browser's internal flags, which if you are not careful may break your browser. Please be careful while doing the following changes!With that being said, if you simply change what mentioned here, ...

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What VOIP are you using?

We are using Ooma... I would NOT recommend them if you value customer service in a company! Phones Pro is too robust for what we need right now. What VOIP system would you recommend for a small company?

Customer Information Page

I am referring to the area where you enter customers new information. Location and Billing needs more fillable options. I think this is the area where there should be a field to ask additional questions. This gives us a better 'flow'. Example questio...

dups-ccr by New Contributor II
  • 3693 Views
  • 5 replies
  • 0 kudos

Typing HotKeys/Shortcuts

So I am unsure if I am using the wrong terms to try to find this, but does ST have a way that we can use typing shortcuts? That way we can just put like a period, colon, dash, etc to then put some letters down, then that would equal and code out to a...

Dawn2Dusk by New Contributor
  • 3122 Views
  • 4 replies
  • 2 kudos