Service Titan

This folder contains Service Titan specific information.

"Zip Not in your Service Area" Job Booking Troubleshooting
Job Booking Troubleshooting The zip code is in my territory, what gives? The wording “We spoke to a potential customer in your area, however their Zi...
Tue, Jul 25, 2023 at 9:01 AM
Accessing the Knowledge Base
Accessing the Knowledge Base What is the Knowledge Base?  The Knowledge Base is a repository from Service Titan containing thousands of step by step ...
Tue, Apr 4, 2023 at 10:42 AM
Adding Secondary Zip Codes to Service Titan
If you want to service a zip code outside of your primary territory, you need to submit a request to our Support Desk. They'll add it to your preferred ...
Thu, Apr 6, 2023 at 11:20 AM
Adding Time Off to your schedule
Creating Non Work Events This video walks through scheduling non-job events (like PTO, meeting, etc) from the Dispatch Board. The key here is to make...
Tue, Apr 4, 2023 at 12:07 PM
Additional Resources (videos & support emails)
Customer Support Platform Support Contact Service Titan Use the “?” icon in the top right of the Dashboard Service Titan Email support@...
Tue, Apr 4, 2023 at 10:44 AM
Alerts for jobs
How do I get alerts/ a confirmation email  -Navigate to Settings > Integrations > Alerts, you can create a "booked job" alert that will ...
Tue, Apr 4, 2023 at 10:48 AM
Business Unit Overview
Tue, Apr 4, 2023 at 12:02 PM
Cannot convert estimate - Employee that gave estimate has been terminated
Q: I am trying to assign a managed tech but the system keeps erroring out that I am trying to assign it to an unmanaged tech. When I select Sold/Convert and...
Thu, Nov 16, 2023 at 10:03 AM
Collecting and Applying Payments
Tue, Apr 4, 2023 at 1:57 PM
Creating a royalty report in Service Titan
Creating a royalty report Getting to the royalty reports Go to Reports on the top bar of Service Titan In the Search Bar, type in “Royalty” to bri...
Tue, Apr 4, 2023 at 2:11 PM