ServiceTitan Community

Mark1 · 05-14-2024

I have an issue when the office is closed and a technician calls and leaves a customer a message to get authorization. The customer then calls the office that is closed. The customer has no way to call the technician back directly. There should be a ...

Mark1 · 05-03-2024

I have an issue when the office is closed and a technician calls and leaves a customer a message to get authorization. The customer then calls the office that is closed. The customer has no way to call the technician back directly. There should be a ...

Mark1 · 11-16-2022

Hello Developers, We have been on service titan for a few months. I have several technicians that frequently forget to add a summary description to estimates. This is important to help customers understand what is recommended and why they need it. Th...

Mark1 · 03-19-2024

To me the estimate calls you mentioned should be classified as opportunities if they are quoting something for a customer. A no charge warranty or recall is not an opportunity. A no charge quote should be an opportunity in my opinion, since they are ...

Mark1 · 03-19-2024

This is a problem we just realized as well. This is a major issue in that opportunities are being dismissed when they should not be, My planned solution is pretty simple but will require service titan to make a software change to resolve. The simple ...

Mark1 · 12-15-2022

I originally stated the estimate summary is often left blank by technician in the field, This is important to help the customer understand the solution offered. I see no scenario that this field should be left blank. I'm not sure how this was listed ...

ServiceTitan Community

User Statistics

User Activity

Customer to call back directly to technicians with a text message request through ST

customers to call back to technicians

Estimate Summary Requirement

Re: No charge/ Non-opportunity feature

Re: Opportunities

Re: Estimate Summary Requirement