General
Warranty Process
Identifying Warranty Coverage Determining Warranty Coverage Collaborate with the Service Manager and/or Operations Manager to confirm if the repair is covered under warranty. Review the customer’s job history and equipment warranty information. Note ...
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 ...
Clearing Browser Cache and Cookies
Many ServiceTitan issues (and really most website issues) can be resolved by clearing browser cache and cookies. ServiceTitan works best with Google Chrome or Microsoft Edge, so this guide outlines steps on how to do just that. If you're using ...
Setting up Zoom for a large meeting
Note: These directions apply to the standard Pro level license. The Pro license only allows up to 300 participants. For meetings over 300 participants, a Webinar license will need to be added to your account. When hosting a large meeting like a ...
Pricebook Change Approval Process
As part of our new more nimble support strategy, we are rolling out a new way for user to submit --and for directors to approve—changes to the Pricebook. The process is outlined below. There are action items at the end for you to get setup as well. ...
Creating Book with Me Links (Zoom and Teams)
Setting up a publicly available calendar that lets people choose dates and times you are available is a great way to remove a little friction from your work life. The instructions below will guide you through two ways to setup a personal “Book with ...