Overview When an office employee creates a purchase order (PO) and marks it as Sent in ServiceTitan, you can receive the PO in the Field Mobile App. When you receive a PO, the PO is updated with a record of

Overview The Technician Dispatch Report gives you a breakdown of dispatched jobs. Use this report to view technician activity, job status, invoice total, and more. Who uses this feature Administrators and managers Applies to all business types Things to know

Overview By adding new email addresses when sending documents, like invoices or forms, you can increase operational efficiency. Who uses this feature Administrators, office employees, managers, accountants, and bookkeepers Applies to all business types Applies to all trades Things to

Problem You cannot place outbound calls to phone numbers that are not registered in any customer profiles on your account using the standard click-to-call feature. Solution Create a Customer Profile Go to the navigation bar and click Call

Overview Export a form and make a copy by importing it back in and editing it. Make a copy to duplicate existing forms without starting from scratch. Who uses this feature Office Employees Applies to all business types Things to

Overview After you’ve set up ServiceTitan for sales tax tracking , you’re ready to set up QuickBooks Desktop (QBD) for sales tax tracking. This allows you to track sales tax in your transactions. Note: This setup outlines the steps

Overview Submit the marketing registration for one of your brands. After the marketing registration is approved, configure your opt-in settings for each brand to begin generating opt-in requests for marketing text messages. Make sure you’re viewing the

Overview ServiceTitan Mobile can access the native GPS on the mobile device it’s installed on. This lets you send notifications to customers allowing them to track a dispatched technician’s location in real time. You can also arrive technicians

Problem I have a duplicate customer profile that I want to merge with the original customer profile. Solution Merge duplicate customer records Go to Settings > Tools > Merge Customers . In the Customer to Keep field, enter and select the name of

This article provides two recommended workflows for how to build a report to see all payments entered in an account: One for customers using Payment Collections and one for those NOT on Payment collections. Things to know Each recommended workflow

Problem Messages sent from an iPhone to a Google Ads tracking number do not show up in the ServiceTitan chat. Instead, they appear in the dispatch notification area. This happens when the sender's phone number is linked to their

Overview Convert and sell estimate opportunities to book them into jobs and easily grow your revenue. There are two ways to sell an estimate: From the estimate page From the opportunity page Who uses this feature CSRs, Office employees Applies

With PowerDialer, you can automate outbound calls for your customer support representatives (CSRs) to maximize call volume. Elevate the lifetime value of your existing customers by staying connected and engaging customers already in your ServiceTitan database. Setup What you need

Overview ServiceTitan Phones Pro integrates fully with your main ServiceTitan account, offering advanced reporting and analytics to leverage call trends and insights. Real-time alerts and monitoring tools enable you to book more jobs and enhance the overall call experience

Problem You want your staff to clock in and out. You don't want them to see each other's payroll details. Solution Update employee permissions Go to Settings in the main navigation bar. In the side panel, go to

CREATE/UPDATE requests for Minor Version 33 or above. 9032 - Type field is required for Item CREATE/UPDATE requests for Minor Version 33 or above. ItemType required in Minor Version requests. You are attempting to export Summary Purchase Orders without

Custom Report Templates Custom reports are reports you create based on report templates. Each template focuses on a specific part of your business and covers several key performance indicators (KPIs). Select which KPIs to include, apply advanced filters, and configure

records remain separate in ServiceTitan, while NetSuite maintains a single merged customer. Transactions from either ServiceTitan customer continue to sync to the surviving NetSuite customer. Note: Merging customers in NetSuite without performing the corresponding merge in ServiceTitan can result in

0x80040400 Critical error: Error from QuickBooks: QuickBooks found an error when parsing the provided XML text stream. The description contains special characters. In ServiceTitan: Check the transaction in ServiceTitan for any special characters that would trigger this error (e.g

Problem Technicians experience issues when they try to collect payments on the mobile app. They can choose the payment type, but when they select a card, no option appears to enter the card information. Attempting to charge the card may