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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 If the technician who ran the job is no longer active, when you try to mark an estimate on that job as sold you will ...Updating Your Profile Photo and Signature in Zoho Desk
Ensuring that your Zoho Desk profile photo and signature are up to date is the best way to make our department look good, keep things within Zoho Desk easy to visually recognize, and most importantly make you look good! Note: this only applies to ...Verifying Customer Reviews
Follow the steps below to tie customer reviews to the correct technician and job. This will populate the review-related scorecards. Navigate to the MarketingPro section of ServiceTitan From the navigation pane on the left, under "Reputation" select ...AC/HP Vitals Score
Recent Articles
ServiceTitan Field App Permissions
A majority of issues involving the ServiceTitan Field app can be resolved by ensuring that it has access to everything it needs permission-wise. Ideally, that would mean you've enabled all settings available. On your iPhone or iPad, go to the ...Payroll Frequency Asked Questions (FAQ) Field Employees
Payroll Frequency Asked Questions Q: When do I get paid? Paychecks are paid weekly, generally on Fridays. Your paycheck will include any paid hours from the prior pay period. and if applicable earned commission. Q: What is the work week and pay ...Goodman Preventative CAP Capacitor Replacement SOP
Purpose: Ensure every CAP capacitor is proactively replaced during any HVAC service visit, documented properly, returned to Daikin within 30 days, and credited under Daikin’s updated warranty process. Key Updates (Sept. 2025): Preventive CAP ...Using the new ServiceTitan Field Mobile App
ServiceTitan’s new Field Mobile App improves technician workflows with a faster, more intuitive design built natively for iPhones and iPads. The Field Mobile App syncs automatically with the office, ensuring technicians always have the latest ...De-Icing a Frozen HVAC Unit SOP
Purpose: If an HVAC system is found to be frozen upon arrival, follow the steps below to safely de-ice/thaw the system before proceeding with diagnostics. Do NOT instruct the customer to leave the system off with fan running and return later. De-ice ...