Posts

We need your support in testing bulk actions

Hi folks! The XD team has is running a new round of product research and we’d value your opinions and insights. Do you have a moment to complete this short test about bulk actions experience? In this test you will work with two separate versions and ...

The Toolbox Live Tour is headed to Nashville, March 28-30

Have you heard about Toolbox Live? Learn why contractors are raving about the new in-person business-development workshop presented by ServiceTitan. Each Toolbox Live features two full days of:panel discussions with owners from top performing shopstr...

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lcross
by Contributor
  • 1200 Views
  • 2 replies
  • 1 kudos

Looking Ahead 2023 Trends to Watch

Despite decelerating growth, monetary tightening and economic inflation, healthy consumer and business balance sheets are expected to maintain positive momentum. Check out some of the top market trends that contractors are facing in 2023. >>Read Arti...

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mel-deyto
by ServiceTitan Certified Administrator
  • 811 Views
  • 0 replies
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Resolved! Search page

I used to be able to search for a customer and before clicking into their account, I could see if they had a balance. I can't see that with the new version. It's easier when confirming/collecting money. Please switch it back!

Resolved! Suggestions for improvement

When marking a job complete, it changes to a different screen to save. On the next screen “SAVE” is off the screen, below the margin (you must scroll down to click “save”). I think to confirm “save” should be a pop-up box, not a different screen that...

Resolved! Equipment Tab

I am suggesting that the "Equipment" information for a customers location be minorly updated. I use the equipment information both the model and serial numbers to do registration and apply for rebates for customers after we install equipment. Current...

CSR / Dispatcher Meet & Greet!

If you haven't joined our Community CSR/Dispatcher group yet, NOW is the time!Join to get exclusive content, a library of tools and training, and access to our group moderators, Angie Snow and Conner Wilkinson. Next week is our first virtual Meet & G...

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asnow
by Valued Contributor II
  • 811 Views
  • 0 replies
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Service Discord Or Slack?

Does anyone know if there is a server on discord already in existence or a slack? I was going to create a server on discord but wanted to ask before doing so. ST community could benefit instant messaging integration in my opinion. It would be cool to...

jaquelin by ServiceTitan Certified Administrator
  • 1303 Views
  • 3 replies
  • 1 kudos

Resolved! Emailing customers invoice/photos/estimates

Does anyone know how I can send a customer an email that contains, the invoice, the photos from that job, and the proposed estimates. The invoice has been closed and exported already. Im trying to put this all into one email if possible. I know how t...

dphilcox by New Contributor II
  • 1399 Views
  • 2 replies
  • 0 kudos