I've been wondering if there is functionality for this for a while. I have a tendency to forget to click the toggle to add the note to both the customer and location page, but there is no way for me to go in and edit to retroactively add the note to ...
Does anyone have a way of showing the burden rate of the salesman commission on installs job costing? I know we can set the payroll to reflect commission, but nothing I can find will show the burden rate for them.
Looking for best practices on how to track Hypersensitive individuals that need to be contacted, our state requires 72 hour notice prior to spraying and a record of all communication attemps/successes to each person on the list. any suggestions?
We do not use the automatic email feature for our technician's completed invoices. Our accounting department needs to review the invoices for accuracy. It would be beneficial if there was an indicator on the invoice screen to determine if an email ha...
I put this idea out there awhile ago and it didn't get much traction. I am really trying to get as much support as possible for some of these ideas so if you think it's a good idea please go vote for it! I would so appreciate it. click this link to v...
Hey everyone just need help with a simple question and I'm not sure if there is a way to fix it on our side. Our invoices that are being emailed over are not showing the 'Online Payment Link' we have set up in the invoice email settings. It shows all...
We recently changed our invoice email templates to emphasize our invoicing and payment policy to prioritize getting customers to pay their invoice if a balance is due.However we've been having a large amount of customers emailing back stating they've...
While reviewing permissions for a new employee, I ran across the permissions to "Add sublocations" and "Edit sublocations". These permissions are under Locations (not Customers). So I searched the Knowledge Base and the Academy and came up with nothi...
When an employee is deactivated, the email is still part of the profile. When a new profile is created for an employee just hired and they need to use the exact same email, it will not let you and states "User with this email already exists. I unders...
We have experienced several instances where the customer will respond with the word "Cancel" and Service Titan automatically assumes they want to be opted out from messages. Sometimes the customer is not meaning Cancel - to opt out of messaging, some...
