On the Customer Summary section, it would be nice to be able to be able to edit that and move things around to better view what is important to me and what I do most often. Example: The layout is currently set up as Lifetime Revenue, Avg. Job Total, ...
Surely there is a way to do this...I have a commercial customer that has multiple locations but within those locations, there are numerous units. Is there a way to easily label or differentiate which unit we are working on other than hoping that it i...
I can I correct grammar and punctuation errors on the General email? Thanks, D
I thought I was going crazy for a bit, but this screen definitely does not save your last selection anymore, seems to be defaulting to Customer now. @BCN do you have any insight?
We are trying to reconfigure our Demand process when capacity is full for the day. I wanted to see what ideas others have on this subject. What process do you have your CSRs do when a demand call comes in and there is no availability?
Hi everyone, We're looking to implement a new workflow in our office to help reduce our AR. Our policy is that every customer needs a credit card on file, regardless if they want to pay by cash or check at the time of service, but some employees are ...
Is anyone else having an issue with uploading multiple images and/or attachments to the customer record? I used to be able to upload a bunch of files at once but now it says it's loading them but just doesn't. I have to upload each one individually w...
Good morning, is there a way to edit the subject line of my forms email? There is a typo... thank you!
It would be great to have a fingerprinting clock that integrates with ServiceTitan, so we can use 1 system to do payroll for all employees, including office staff.Additionally, we are currently not using the ServiceTitan payroll features because when...
When an install is cancelled - what ways do you use to ensure no expenses are on the job? Also do you export them as zero dollar invoices? Thanks
