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Posts

SEPARATING THE X AND THE CHECKMARK FOR JOB SUMMARY UPDATES

WHEN EDITING THE JOB SUMMARY, THE CHECKMARK TO SAVE & THE "X" TO DISCARD CHANGES ARE SO CLOSE TO EACHOTHER THAT THE WRONG BUTTON IS OFTEN CLICKED WHEN WORKING IN A HURRY. THEN ALL NOTES THAT WERE JUST ENTERED ARE LOST & HAVE TO BE RETYPED. IT WOULD B...

nmdm120 by New Contributor II
  • 1333 Views
  • 2 replies
  • 0 kudos

Questionnaire

I was wondering if there is a way to send a questionnaire to a customer through service titan?Mainly I'm thinking this would be used for Sales. Basically it would be a questionnaire for the customer before we go out to the call so we have an understa...

jsugamele by New Contributor
  • 1167 Views
  • 1 replies
  • 0 kudos

Winter 2024 Feature Release Q&A [ST-68]

This is your space to ask any questions you may have for the new and updated features within the Winter 2024 Release [ST-68], coming January 2024. Please be sure to watch the Blue Collar Nerd Release Video, which will be live by 1/16, providing examp...

jgelfat
by Contributor
  • 4601 Views
  • 3 replies
  • 1 kudos

MERRY CHRISTMAS!! πŸŽ…πŸŽ„β„πŸ€Ά

I wanted to drop in and whish everyone a very Merry Christmas and a Happy New Year!! I'm burning the last of my PTO and will hopefully not be logging in and working from 12/21-12/28 lol See y'all next year!

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RandiThompson by ServiceTitan Certified Administrator
  • 2895 Views
  • 5 replies
  • 4 kudos

Holiday Office Contest Winner Update

And our winner is… @JessicaSmith Congrats Jessica! Thank you to everyone who entered and submitted a photo β€” we loved seeing all of your pictures of your decked out Holiday office space and reading about what you love the most about the Holidays. As ...

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baraica
by Community Moderator
  • 1879 Views
  • 2 replies
  • 4 kudos

Badges

Received 2 more badges today. I am on a roll. Let's all get those thoughts flowing and get our ideas heard.

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dwhite45 by Valued Contributor
  • 1609 Views
  • 1 replies
  • 0 kudos

Customer and Location Records - old design to be sunset soon

Have you made the switch to the new design? Do it soon!! The members of our CSR/Dispatcher group have shared that they love the design. You can see what I love about it by watching this video: https://community.servicetitan.com/t5/The-Blog/Legacy-Cus...

asnow
by Valued Contributor II
  • 989 Views
  • 0 replies
  • 1 kudos

How To Set Goals for Your Business or Department

As a leader in the trades, you are always busy; there are deals to close, emails to reply to, and fires to put out. However, there are enormous benefits to ensuring you put energy into proactive planning rather than being reactive. That’s difficult t...

3 day right of recision

Hi all! Do any of you California companies have a 3 day right of recision and waiver that you can share with me for my set up? Thanks in advance!

jtervol by New Contributor
  • 1032 Views
  • 0 replies
  • 0 kudos