Service Titan
This folder contains Service Titan specific information.
Creating/Batching/Exporting Creating a batch Go to the Accounting tab on the top bar of your Service Titan. From the Batch/Export Transactions scr...
Tue, Apr 4, 2023 at 1:52 PM
Adding a Deposit to Pricebook How to create a deposit line item template in Service Titan Here is a video on How To Add A Deposit. Go to Pricebook ...
Tue, Apr 4, 2023 at 12:12 PM
If you do not see ServiceTitan jobs showing up in Pep, please ensure that the following criteria have been met prior to reaching out for troubleshooting ass...
Tue, Apr 4, 2023 at 10:45 AM
Schedule Tab Adjusting view Go to Schedule on the top bar On the top right of the calendar (to the right of the date range), there are 4 buttons for...
Tue, Apr 4, 2023 at 12:04 PM
Why would I schedule a report? Any information that is important to see at regular intervals can be made into a report and sent out. For example: ...
Tue, Apr 4, 2023 at 2:06 PM
Notifications Customer Notifications Go to Settings → Communications → Customer Notifications Check the boxes for each method you would like to us...
Tue, Apr 4, 2023 at 10:52 AM
Knowledge Base & ST Academy The Knowledge Base is a repository created by Service Titan containing thousands of step by step guides and support arti...
Tue, Apr 4, 2023 at 10:42 AM