Office Basics Home

Overview

Get answers about basic office workflows and employee roles.

Task management

• Set up task management

• Common use cases for task management

• Manage tasks and subtasks

Accounting basic workflows

• Overview of the invoicing process

• Batch, post, and export transactions

• Overview of the payments process

• Accept payments in ServiceTitan

• Process recurring billing for memberships and service agreements

• Performance Pay overview

• Accounting activities in QuickBooks

• Sync tax exempt status on customer and location records

CSR basic workflows

• Customer and Location Records overview

• Estimate workflows in ServiceTitan and ServiceTitan Mobile

• Basic memberships workflows

• Call booking

Dispatcher basic workflows

• Use the Daily Dispatch Board

• Job record overview

• Clock technicians in and out from the Dispatch Board

• Put technicians on meal breaks

• Schedule and manage non-job events

• Things to know about scheduling overlapping non-job events and jobs

• Edit an invoice

• Enter technician commission, job splits, and spiffs for a job or project

Office manager basic workflows

• Manage projects

• Using memberships features

• Track inventory

• Book multi-day jobs

• Marketing Scorecards

• Technician Scorecards

• Dashboard business metrics

• Legacy reports

• Technician Timesheet Summary Report

Technician basic workflows

• ServiceTitan Mobile cheat sheet

• Clock in and out in ServiceTitan Mobile

• Call customers from ServiceTitan Mobile

• Prepare for a job in ServiceTitan Mobile before you've been dispatched

• Complete and send forms in ServiceTitan Mobile

• Build and sell estimates in ServiceTitan Mobile

• Present and sell estimates in ServiceTitan Mobile

• Add media to a job and mark photos with Doodle in ServiceTitan Mobile

• Add notes in ServiceTitan Mobile

• Process credit card payments in ServiceTitan Mobile

• Process check payments and bank transfers in ServiceTitan Mobile

General information

• Use search in ServiceTitan

• Use Global Search in ServiceTitan

• ServiceTitan Glossary (commonly used ServiceTitan terms)

• Understanding ServiceTitan Vocabulary: Sales

• Understanding ServiceTitan Vocabulary: Estimates

• Understanding ServiceTitan Vocabulary: Jobs

• ServiceTitan tips and tricks

• System requirements and mobile app information

• Contact ServiceTitan Technical Support

• Technical Support, Customer Success, and Pro Product Specialists

Appendix: ServiceTitan roles

• Accounting: Batch and post invoices, prepare payroll, run accounting reports

• CSR: Take incoming calls, book jobs, provide customer service

• Dispatcher: Schedule, dispatch, and close out jobs

• Administrator: Administer settings, oversight of all office and technician roles

• Technician: Create estimates, prepare invoices, perform service and installs, provide customer service

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