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All things data lake, GEL, and other data and reporting breakdowns and definitionsGoettl Academy
A comprehensive rundown of training and knowledge transfer from the best in the industryMobile Device Support
All things mobile devices at GoettlHR & Payroll
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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 If the technician who ran the job is no longer active, when you try to mark an estimate on that job as sold you will ...Zoho Desk: Updating Your Profile Photo and Signature
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
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 ...MQ System Profiling
Profiling a system in MeasureQuick is an essential step in capturing accurate equipment information and ensuring reliable diagnostics. In this walkthrough video, we’ll guide you through the process step by step—from selecting the system type and ...Accessing Enterprise Hub
Greetings New Associate At Goettl, we utilize ServiceTitan to perform much of our work. All new associates receive a version of ServiceTitan to use whether they are in the field of behind the scenes. This is a short crash course in accepting your ...Setting and Verifying Service Titan Location Permissions (Apple Devices)
Please see instructions below for both new setups as well as for devices that already have a Screen Time password set. New Setup First-Time App Launch: Allow Location Permissions: Open the ServiceTitan Mobile app. Open an appointment in the app. A ...Concur For Employee Reimbursement
CONCUR FOR EMPLOYEE REIMBURSEMENT Creating an expense report for employee reimbursement The Concur application will allow employees to create an expense report for out-of-pocket reimbursement and submit it to Accounts Payable for payment processing. ...