Office basics
Get answers about basic office workflows and employee roles.
Accounting basic workflows
Overview of the invoicing processBatch, post, and export transactionsOverview of the payments processAccept payments in ServiceTitanProcess recurring billingPerformance Pay overviewAccounting activities in QuickBooksSync tax exempt status on customer and location recordsCSR basic workflows
Manage customer and service location recordsUnderstand different types of leadsEstimate workflowsBasic memberships workflowsCall bookingDispatcher basic workflows
Use the Dispatch BoardJob record overviewClock technicians in and out from the Dispatch BoardPut technicians on meal breaksSchedule and manage non-job eventsThings to know about scheduling overlapping events and jobsEdit an invoiceEnter technician commission, job splits, and spiffs for a job or projectOffice manager basic workflows
Manage projectsUsing memberships featuresTrack inventoryBook multi-day jobsMarketing ScorecardsTechnician ScorecardsDashboard business metricsSet up the Price Setup WizardLegacy report guidesExplanation of technician timesheets: Technician Timesheet Summary ReportTechnician basic workflows
Mobile cheat sheetClock in and out in ServiceTitan MobileCall customers from ServiceTitan MobilePrepare for a job before you've been dispatchedComplete and send forms in ServiceTitan MobileBuild and sell estimates in ServiceTitan MobilePresent and sell estimatesAdd media to a job, and mark photos with DoodleAdd notes in ServiceTitan MobileProcess credit card payments in MobileProcess check payments and bank transfers in MobileGeneral information
Use search in ServiceTitanServiceTitan Glossary (commonly used ServiceTitan terms)Understanding ServiceTitan Vocabulary: Call BookingUnderstanding ServiceTitan Vocabulary: SalesUnderstanding ServiceTitan Vocabulary: EstimatesUnderstanding ServiceTitan Vocabulary: JobsServiceTitan tips and tricksSystem requirements and mobile app informationContact Technical SupportTechnical Support vs Customer SuccessAppendix: ServiceTitan roles
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