Residential Certified Administrator - Navigator

Curriculum

System Setup and Operations

• Add and edit business units

• Set up and use zones

• Customize email templates

• Create conversion opportunity tags

• Set up your account for replacement opportunities

• Technicians can't see Pricebook Categories in ServiceTitan Mobile

• Manage and view technician teams

• Using ServiceTitan Practice

• Use ServiceTitan Next

• Configure fields on the job booking screen

• Filter dashboards

• Technician Scorecards

• Dashboard call metrics

• Reports - FAQ

• Dashboard heat map

• Book a Technician-Generated Lead job from an incoming call

• Dashboard CSR metrics

• Edit pricebook items

• Dynamic Pricing

Accounting Operations

• Set technician splits

• How can I display member savings on invoices for all my customers?

• Transactions Reconciliation Report - QBD

• Transactions Reconciliation Report - Intacct

• AR Transactions report

• Cancel a job

• Automatically generate invoice email using Titan Intelligence

• Setup invoice signature settings

• Process credit card payments in ServiceTitan Mobile

• Accept payments in ServiceTitan

• Explanation of office employee permissions in ServiceTitan

• Payments - FAQ

• Apply cash payments and transactions outside of ServiceTitan

Customer and Job Management

• Attach an existing job to a project

• Set recall, warranty, and lead job booking guides

• Use Chat

• Technician star ratings

• Run the Job Costing tool

• Use project status alerts

• Project settings overview

• Dispatch Board FAQ

• Set up and prioritize tags for the Dispatch Board

• Set up your default forwarding number

• Understand call classifications

Estimates and Sales

• Manage estimates in ServiceTitan

• Create item groups on estimate templates

Managing Memberships

• Cancel and delete customer memberships

• Memberships FAQ

Purchasing and Inventory

• Deactivate inventory locations

• Include and exclude items from automatic replenishment

• Run the Job Costing tool

• Set up vendors

ServiceTitan Mobile Workflows

• Sell previously created estimates in ServiceTitan Mobile

• Send a wrap-up message to you team

• Add items and sub-items in ServiceTitan Mobile