Residential Certified Administrator - Explorer

Curriculum

System Setup and Operations

• Add and edit business units

• Mark jobs as no charge or non-opportunity by default

• Add marketing campaigns in ServiceTitan

• Browse and use content through TitanExchange

• Manage feature configurations

• Manage tags

• Settings FAQ

• Add and manage technician profiles

• Map business units to Technician Scorecards

• Set up outbound (default) numbers for text notifications (SMS and MMS)

• Manage your company profile

• Add and assign tracking numbers in Phones Pro

• TitanAdvisor

• What's a sold threshold?

• Calculate technician burden rate

• Dashboard business metrics

• Edit pricebook items

• Dynamic Pricing

• Add materials to your pricebook

• Add equipment to your pricebook

• Set up and use zones

Accounting Operations

• Export bills to QuickBooks Online

• Create an adjustment invoice

• Onboarding Guide - FAQ

• Accounting - FAQ

• How to show the technician's name on printed invoices

• Set technician splits

• Why isn't sales tax showing on my ServiceTitan invoice?

• Add equipment to your pricebook

• Add materials to your pricebook

• Add services to your pricebook

• Setup invoice signature settings

• Run the Job Costing tool

• Edit an invoice

• Manage the Accounting section

• Customize email templates

• Process credit card payments in Mobile

• Accept payments in ServiceTitan

• Set or change default payment terms

• Create payment terms

• Common reasons for declined check transactions

• Process check payments and bank transfers in Mobile

• Manage stored customer payment methods

• Membership renewal protection

• View settled batches and Chargeback or Retrieval reports in TransLink

• Void a credit card transaction through ServiceTitan Gateway

• Access check deposits reports in SmartPay

• Guide to Online Payments

• Customize the invoice email template

• Payments - FAQ

• Process a credit card payment directly on an adjustment invoice

• Review and confirm invoice closeout

• Accounting 101: Understanding accounting debits & credits

Customer and Job Management

• Explanation of office employee permissions in ServiceTitan

• FAQ: Sales and revenue reports

• Edit job information

• Manage appointments

• Mark jobs as no charge or non-opportunity by default

• Managed technicians and non-managed technicians in ServiceTitan Mobile

• Place a job on hold

• Cancel a job

• Create an audience to acquire new customers

• Book a duplicate job from a project

• Appointments FAQ

• Appointments permissions: recommended workflow

• Schedule and manage non-job events

• Add multiple invoices to a project for single invoice view

• Use project status alerts

• Understand SMS vs. MMS

• Receive images and videos from customers

• Use Chat

• Open and close Chat conversations

• Manage unwanted communication

• Understand project records

• Reclassify and edit calls

Estimates and Sales

• Use Online Estimates

• Proposal Templates

• Book sold estimate items into existing jobs

• Add and edit proposal types for estimates

• Add items and sub-items in ServiceTitan Mobile

• Estimates and Sales - FAQ

• Use the Follow Up screen

• Log a Follow Up

• Offer GoodLeap Financing to customers through Online Estimates

• Customize email templates

• Financing FAQ

• Use GreenSky® Custom Rule Financing in ServiceTitan

• Offer GreenSky® loans to customers through Online Estimates

• Manage and book jobs in a project

• Present and sell estimates in ServiceTitan Mobile

Managing Memberships

• Set preferred payment methods for membership billing

• Membership Billing - FAQ

• Configure Invoice templates for deferred revenue

• Dismiss multiple recurring service events

• Set up membership add-ons

• Create and edit recurring service types

• Edit customer memberships

• Memberships - FAQ

• Cancel and delete customer memberships

• Quick Setup Guide: Membership with recurring billing, revenue is deferred

Purchasing and Inventory

• Get started with serialized inventory

• Serialize items in your pricebook individually

• Enable inventory tracking for equipment and material

• Inventory transfers overview

• Transfer Items from Truck or Warehouse

• Create and edit inventory templates

• Inventory Module

• Send purchase order alerts and notifications

• Edit, copy, and cancel a purchase order from the office

• Edit a receipt

• Configure Purchasing settings

ServiceTitan Mobile Workflows

• Create Content Portal posts

• Complete a job with ServiceTitan Mobile

• Explanation of technician permissions In ServiceTitan

• Add items and sub-items in ServiceTitan Mobile

• Add media to a job, and mark photos with Doodle