Popular Articles
ServiceTitan Mobile Application Troubleshooting
If you are having issues with the ServiceTitan app, or other application on your mobile device, please follow the steps below. Close the application From the Home Screen, swipe up from the bottom of the screen, stopping in the middle of the screen. ...
Estimate cannot be market as sold, receive message "Estimate can't be sold by non-managed tech"
ServiceTitan requires that an active, managed technician be assigned to a job for an estimate to a customer on that job to be "Sold". If the technician who ran the job is no longer active, when you try to mark an estimate on that job as sold you will ...
ACP - Warranty and Callback process
We've created a process to make handling callback and warranty jobs smoother. Here's how it works: Callback/Warranty calls are booked for same-day arrival window. Branch team receives alert about booked job and contacts customer to understand the ...
Creating and Sending a Purchase Order
A Purchase Order can be created from the Job Invoice page or from the Inventory page. From the job’s invoice select the Add a Purchase Order button. Creating a Purchase Order from a job invoice will automatically populate the Job Number, technician ...
Merge and unmerge duplicate customer records
If you accidentally created two of the same customer or service location in ServiceTitan, you can merge the records together. If needed, you can also undo a merge. Who uses this feature Office employees Applies to all business types The Access ...
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