ServiceTitan Community

AlexPhylactou · 12-20-2023

Dear ServiceTitan Community,As we approach the end of another incredible year, I wanted to take a moment to express my heartfelt gratitude to each and every one of you. This community is a vibrant hub of knowledge, collaboration, and support, and it ...

AlexPhylactou · 09-20-2023

Hope y'all are doing great! So, here’s the deal. We're trying to up our game with how we handle our HVAC/plumbing service calls, and we could use some pointers from you wise folks.Here’s How We Roll Now:The superstars at the front desk (our CSRs) slo...

AlexPhylactou · 03-30-2023

How do you all notify your technician that the estimate they wrote while onsite sold/converted to a job?I have alerts set up to notify the creator when online estimates are signed but we are not using this currently to avoid itemized price break down...

AlexPhylactou · 03-24-2023

Anybody have the Create Estimate from Job Booking page toggled on? What kind of business units are you using it for? Have you run into any issues allowing CSRs to build an estimate for the tech from the office?We don't give out pricing over the phone...

AlexPhylactou · 03-23-2023

We are trying to create a standard naming procedure for locations and wanted to see what everyone else is doing.Right now we create a tenant and location with the same name but that throws it off when "Jason's vacation home" gets sold and has a new o...

AlexPhylactou · 09-19-2023

Love it! Thank you for this Angie and it was a pleasure to meet you at Pantheon!

AlexPhylactou · 04-21-2023

If you are on the dispatch board and your technician is actively checked into a job - you can click on the blue line and it will open the job page in the same window

AlexPhylactou · 04-12-2023

I feel better now - I almost spat my coffee at my monitor when I sat down this morning!

AlexPhylactou · 03-30-2023

Definitely looking forward to these!

AlexPhylactou · 03-27-2023

Voted!

ServiceTitan Community

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🌟 Thank You for a Wonderful Year, ServiceTitan Community! 🌟

Seeking Best Practices for Scheduling Service Calls

Sold Estimate notification for the tech

Create Estimate from Job Booking page

Location Naming Best Practices

Re: Ten Minute Training - Utilizing the Call Center Playbook Template (for managers)

Re: NEW SERVICE TITAN UPDATE

Re: Titan Advisor Glitch?????????

Re: Introduction to 10 Minute Trainings for Call Center Teams

Re: Transcript for phone calls