General
Properly Classifying Callback Jobs
Properly classifying Callback or “Recall” jobs in ServiceTitan is essential to our ability to report on them. Reporting on Callback jobs allows us to better understand the reasons we need to return to correct work performed for a customer and then ...
Club Sadie and Smart Sadie Maintenance Visits: The Differences
Our two membership programs offer similar yet different benefits around maintenance visits. This article explains the difference between the two programs in terms of maintenance benefits only. The two programs offer other services and benefits which ...
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 If the technician who ran the job is no longer active, when you try to mark an estimate on that job as sold you will ...
Undo a customer or location merge
If needed, you can undo a merge. There are two ways to accomplish this: Search for the Inactive record, open it, then undo the merge. Open the Inactive record from the the Audit Trail on the Merge screen, then undo the merge. Note: When you undo a ...
Merge and unmerge duplicate location records
If you accidentally created two of the same 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 Settings, Merge ...
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 ...