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Submitted URL: http://help.servicetitan.com/
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Submission: On February 16 via api from US — Scanned from DE
Effective URL: https://help.servicetitan.com/
Submission: On February 16 via api from US — Scanned from DE
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AcademyCommunityServiceTitan How can we help you? EXPLORE CONTENT FOR YOUR BUSINESS Residential Commercial Service Construction CHOOSE A TOPIC Getting Started Office Basics Mobile Handbook FAQs CATEGORIES ACCOUNTING * Resolve QuickBooks Desktop integration export error messages * Collect a payment * Invoice walkthrough See all PHONES * Answer incoming calls * Place outbound calls * Supervise call centers See all REPORTS * Create custom reports * Run, filter, and export reports * Schedule legacy reports See all See all categories MOST VIEWED ARTICLES * Resolve QuickBooks Desktop integration export error messages * Managed technicians and non-managed technicians * Merge and unmerge duplicate Customer and Location Records * Appointments - FAQ * Onboarding Guide - FAQ * Payments - FAQ FEATURED ARTICLES * Offer Service Finance loans to customers through Online Estimates * Attach invoice templates to recurring service and membership types * Manage and view technician teams WINTER 2024 RELEASE (ST-68) This winter, we’re bringing you a new release full of exciting updates! Here are our top highlights: * Customer and Location Records: Customize Customer and Location Record tables to hide, show, reorder, lock, and unlock columns to remember each table setup for each office employee’s account. * Forms: Capture form data with the new Forms Submissions reporting template to identify revenue opportunities and streamline decision-making. * Accounting: Consolidate multiple invoices into a single view for projects, enable Multi-Party Billing, and introduce Property Management Billing for comprehensive billing flexibility. * Accounting: Create and manage new invoice templates in Template Manager to streamline and customize your billing process. * Dispatch Pro: Automatically optimize technician assignments and minimize drive time with Dispatch Pro, allowing dispatchers to concentrate on revenue-generating tasks. * Estimates: Use the most commonly sold estimates with Pricebook Pro’s Auto Proposal feature, generated by industry experts and Artificial Intelligence (AI). Additional updates have also been made to Academy, Dispatch, Pricebook, Service Agreements, and more! Discover the latest enhancements in the new Easy Access and General Announcements sections. Check out the ST-68 Release Overview video to learn more about this release and head over to the Community to ask any questions you may have in the Release Q&A Forum. READING THE RELEASE NOTES * You asked, we listened! Features we improved using your feedback. * Applies to all business types * Applies to Commercial Construction * Applies to Commercial Service & Replacement * Applies to Residential Construction * Applies to Residential Service & Replacement * Pro Products Read more AcademyCommunityServiceTitan -------------------------------------------------------------------------------- © 2024 ServiceTitanPrivacy PolicySecurityTerms of Use