The latest update is cumbersome for our office staff. It takes more
clicks to verify valid phone numbers or email addresses on accounts,
where as previously we could see those things at a glance. Very
inefficient for busy days.Ideas?
Hello, I am new to the service titan and trade industry! I work for a
growing plumbing company, and I am wondering what reports are you guys
running to do outbound calls? How often do you call the same customer?
We recently called quite a few custome...
Please vote! We would like to be able to turn off Member Savings in
settings instead of going into each customer and turning it off. Don't
Show Member Savings
Does anyone know how to pull a report with the average response time on
chats? I know it's a feature in Titan Advisor, but I'd love to have a
scheduled report so the CSR can see it on a daily basis and make it a
goal to lower that number. Thanks all!
I have one customer who became our customer in April of 2022 at location
A. This year she bought location B and still owes A. She now lives in B
and her daughter lives in A. She wants B to be the billing location. How
do I change her account so that ...
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 ...
I HATE the new update with the Flyout Customer Edit, Location Edit, and
Create Customer with a passion!!!So many more steps and more confusing
than the old way.Can't change phone 'type' from landline to mobile, in
case it was saved wrong. We were abl...
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 ...
