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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 If the technician who ran the job is no longer active, when you try to mark an estimate on that job as sold you will ...Updating Your Profile Photo and Signature in Zoho Desk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
Migrating Apple ID to Personal
Migrating to a personal Apple ID 1. You may receive a notification to update your apple ID email address or migrate to a managed apple ID. 2. Upon receiving this notice please select it in the settings app. 3. When prompted choose "keep as a Personal ...Tap-to-Pay in ServiceTitan within the Office
ServiceTitan's Tap-to-Pay feature allows for quick, secure, card-present transactions, which saves time and lowers credit card fees compared to manual keyed-in transactions. You can accept payments with Tap-to-Pay directly with your mobile device ...Smart Sadie/ Smart AC
Smart AC Overview PRO App Setup Step 1: Add a New Member Step 2: Home and System Information Step 3: Connecting the Hub WPS Connection Method WiFi Connection Method Ethernet Connection Method WPS Connection Method WiFi Connection Method Ethernet ...ServiceTitan Field Mobile App Permissions
A majority of issues involving the ServiceTitan Field Mobile 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 ...Tap-to-Pay in the ServiceTitan Field Mobile App
ServiceTitan's Tap-to-Pay feature allows for quick, secure, card-present transactions, which saves time and lowers credit card fees compared to manual keyed-in transactions. You can accept payments with Tap-to-Pay directly with your mobile device ...