Office basics

Get answers about basic office workflows and employee roles.

Task management
Accounting basic workflows
CSR basic workflows
Dispatcher basic workflows
Office manager basic workflows

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 membership billing Performance Pay overview Accounting activities in QuickBooks

CSR basic workflows

Manage customer and service location records Understand and book different types of leads Estimate workflows Basic memberships workflows Call booking

Dispatcher basic workflows

Use the 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 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 Set up the Price Setup Wizard Legacy report guides Explanation of technician timesheets: Technician Timesheet Summary Report

Technician basic workflows

Mobile cheat sheet Clock in and out in ServiceTitan Mobile Call customers from ServiceTitan Mobile Prepare for a job before you've been dispatched Complete and send forms in ServiceTitan Mobile Build and sell estimates in ServiceTitan Mobile Present and sell estimates Add media to a job, and mark photos with Doodle Add notes in ServiceTitan Mobile Process credit card payments in Mobile Process check payments and bank transfers in Mobile

General information

Use search in ServiceTitan ServiceTitan Glossary (commonly used ServiceTitan terms)Understanding ServiceTitan Vocabulary: Call Booking Understanding ServiceTitan Vocabulary: Sales Understanding ServiceTitan Vocabulary: Estimates Understanding ServiceTitan Vocabulary: Jobs ServiceTitan tips and tricks System requirements and mobile app information Contact Technical Support Technical Support vs Customer Success

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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