Greetings! Our company just implemented Service Titan last week and welcomed a new receptionist onboard. We're currently looking to assess the progress of their training, but we're unsure about accessing this information post the go-live phase. Any g...
Hey Fellow Service Titan Users!! Anyone have any processes and procedures they would be willing to share for a plumbing sales role?We have an individual that completes our plumbing inspections and provides estimates for softeners and water heaters. T...
I am wondering when everyone here analyzes this year and starts rolling out any new policies and procedures for compliance at the beginning of the new year. Personally, Iām one to look ahead and make the most of my last 90 days if possible. That usua...
Stop forcing your ServiceTitan clients into 1 method of doing things!We leave the contact fields on the location pages blank on purpose and now you are forcing us to fill in information I do not want filled in!We call People, Not Houses! We put the c...
Does anyone else have loss of information when batching/exporting invoices/payments. The service location no longer creates or matches invoices to that location. It puts everything in the parent company. It doesn't carry over payment terms. email add...
Hello all! The whole office has tried to edit a customers account and whenever we go to click on edit contact methods the page reloads and does not open the contact methods. We are unable to remove contact information from the customer page at this t...
Hello, I work for a growing plumbing company, I was wondering what do your CSR's and Dispatchers do during slow times? Somedays we will take calls all day and sometimes it will be in random burst throughout the day. Do you have a list of things to ke...
What would be a better title for "most improved award". Most improved indicates to me you were bad before. This is what I have researched this far. Do any of these sound great? Or any other recommendations? Most progress shownMost growth shownOutstan...
Is anyone else having an issue when they go to edit a customer's contact information where you click on the blue "Edit Contact Methods" box and then the page automatically refreshes closing you out of the edit customer tab? this does not happen on th...
Is there a work around for deactivated techs on invoices that need an adjustment? If we have to make an adjustment invoice for a job a deactivated tech is on, it gives error code it can not be done with a non-managed tech. So we either have to go in ...
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