Posts

Field employees texting customers

I'm going to preface this with "I know it's possible." There are serious limitations. That said, here's my conundrum. We have Phones Pro. We want to stop issuing company cell phones to techs & sales people because they can have Phones Pro numbers and...

JessicaSmith by ServiceTitan Certified Administrator
  • 577 Views
  • 1 replies
  • 1 kudos

Commercial CSR

Our company is starting to do more commercial work. We are wanting to move one of our CSR's to be a fully Commercial CSR that also handles the home warranty claims we do work for. Does anyone have a CSR that is fully a commercial CSR?What does that l...

jmoutray by New Contributor II
  • 621 Views
  • 1 replies
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Go Vote!!!

DEVELOPERS - WE NEED TO BE ABLE TO INVOICE AFTER DEACTIVATING A MANAGED TECHThis needs to get as many votes as possible ASAP!It is time consuming and aggravating every single time we have to deactivate and reactivate techs for invoices or adjustments...

ladams76 by New Contributor III
  • 641 Views
  • 2 replies
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Uploading project plans?

Does anyone know if there is a way to upload large commercial construction plan files on to service titan for field techs to easily view on their mobile devices?

Justin88 by New Contributor
  • 407 Views
  • 2 replies
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Academy without Membership?

Hi! I am a bookkeeper/consultant looking to learn ST so that I may promote it and offer it to my clients. Is there a way to do this without any existing clients on ST? (ie no ability to login) Thanks!

Justin by New Contributor
  • 444 Views
  • 1 replies
  • 1 kudos

Completed Revenue Credit on a $0 invoice

How can we get the revenue from a membership job count towards a technicians completed revenue, even though the invoice has a $0 amount? There is an issue with the fact that the techs are not getting credit for a membership call on their revenue numb...

lizb by ServiceTitan Certified Administrator
  • 581 Views
  • 2 replies
  • 0 kudos

Calling All Small Business Leaders and Managers

Today is the day! The Small Business Leaders Group is launching! If you are an owner or manager in your company, please look for this new group and request to join! We look forward to learning and growing with all of you!

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Miranda by ServiceTitan Certified Administrator
  • 1366 Views
  • 4 replies
  • 6 kudos