We just integrated to ServiceTitan and I am struggling with reporting. I want to find out how many total leads including outbound calls, manually entered leads and inbound calls, what the leads were for (fulls rood, repair, etc) and how many converte...
I would really like to be able to have the ability to download my templates that we create on marketing pro- we sometimes send clients mail if they have become dormant or unsubscribed. I know the direct mail feature exists but I am not really willing...
Marketing Pro's ads attribution feature is AWESOME--except for this one quirk that made us turn it off.For context, our HVAC company does work with individual homes/businesses AND with building contractors. These are contractors like Lennar, DR Horto...
When somebody opts in to the SMS marketing list, a text message is automatically sent to their phone that confirms their opt-in, welcomes them, explains how to opt-out if desired, and reminds them about data usage.It would be nice if this message cou...
I am trying to add custom fields in Web Scheduler forms to collect UTM parameters. Please share your thoughts on this. Is this even something doable? Or anybody has got some workaround to solve this issue.
Good morning. We are currently moving a technician up to a service apprentice position. Is there a way I can create a report to pull which customers has this technician set as their preferred technician? Thank you for you time and input.
Hey all - So we are using Marketing Pro and the email campaigns for some marketing recently, and we've noticed the font selection is very limited and there is no option to upload your font, or simply choose a different font besides the preloaded ones...
We have our review requests go out after each job is completed. But the consistency of it actually being sent out is very inconsistent. Is there a way to ensure that these requests go through every time to customers? Thanks.
Hi All, I am running into a bit of an issue trying to find old leads and am curious what everyone else is doing to resolve this. As an example, In December, I entered a Lead from our website that I get via email, for someone that was not a current cu...
Does anyone know of an easy way to display project photos by location using an iframe or something similar with ServiceTitan data? We capture photos of most of our jobs in Service Titan and have the client's location and are looking at displaying thi...
