ServiceTitan Community

Announcements

5 most recent posts

Community Activity

Sorted by:

Dismissed Recurring Services Showing Revenue for Wrong BU!

Guess what? If you've been dismissing member visits and checking to "recognize revenue," you may wanna check your invoice because (if you are multi-trade like us) more than likely - IT'S THE WRONG BU!Learned today after dismissing a BUNCH of Heat che...

Setting up zones

I would like to get other ideas out there on setting up the zones with Service Titan. I have been a ST user since 2017. Have seen 2 other companies use it and wondering the best practices at it.Normally the zip codes are labeled in a zone which is th...

Hello from Virginia Beach!

Good Afternoon,I am working on my profile here for Service Titan. I have been in the industry for HVAC for 26 years. Hard to believe it has been that long.

Estimate Template - Document Templates

Today, after several calls this week, I was informed by customer service that the estimate template cannot be altered, much like the invoice template. While the document does state that the information is an estimate, multiple times, customers are se...

Video: How to build a CSR Scorecard into a Custom Dashboard

Hey friends! I get this question a lot, so finally made a video for it. If you're wondering how to build a CSR Scorecard into a Custom Dashboard, say no more. Check out my video below! CSR Scorecard in Custom Dashboard Let me know if you have any que...

Auto batching

Our accounting team is auto batching invoices which are locking completed and incomplete jobs. this does not allow us to fix invoices/estimates before batching. any recommendations?

Hello Fellow ST PEOPLE!

I hope to use this community to help further my knowledge with ST to help support my company!

Hi Everyone!

I am working on getting my TitanAdvisor score up (currently at 162), and noticed I had not completed all of the tasks in order to have my community profile 100% complete, so here I am. Hi everyone!

Greener Home Grant announcement

Good morning Canadian users! The announcement Canadian HVAC companies have been waiting for was released this week! This announcement confirmed that the Greener Home Grant continues to be paused. An article from Global news states: The government pla...