Hello!
Hi Everyone! My name is Autumn! Just wanted to introduce myself
Posts
Labels - Water Treatment
There are labels for HVAC, Plumbing, Electrical, etc. Can we get one for Water Treatment?! So those of us in the Industry can more readily see each others questions/concerns? (It also sort of stinks that I have to put a "label" on my question - but W...
Service Titan error 503
Are anyone having any issues accessing the servicetitan page. We are getting error 503 and unable to connect to their servers.
Sending Invoices via Text Message in bulk
Why is it possible to send customer statements and outstanding invoices in bulk via email, but not via text message? ST has the capability to send invoices via text message, but for some reason, you have to do it one at a time. We have hundreds of cu...
Mass Update - Location field
Coming from a SQL background and know this is quite easy in SQL or SOQL (Salesforce), I wanted to pose this question. I have a csv sheet with two fields. One column is a record ID that matches to a custom field on our ServiceTitan location record. th...
Customer Portal and Estimates
Am I understanding correctly that ST does not currently have the capacity to use the Customer Portal to view estimates and sign documents?
Errors on invoices that have deactivated technicians
I have been having issues with Service Titan and invoices that need adjustments with deactivated employees/technicians. I do not understand why we have to go into the technicians and re-activate an old employee, then change them to managed tech, do m...
Question
hello, I'm trying to set up my profile and its asking me to ask a question. I guess my question is how to ask a question on the forum? @Bloomfields
Discount Membership
Has anyone found a way to discount a membership invoice? We offer a 10% discount to seniors, but don't see a way to apply a discount without manually editing the price in the invoice. This is fine for employees in the office, but not efficient for th...
New Business integration help
We have an opportunity to take on a "partnership" with an existing business that entails taking over their residential hvac and plumbing in our area. This is not a purchase and not a growth of necessity, but rather a favor to this other company to co...
