By entering your information above and clicking the "Agree and Get Started" button, you agree to our Terms of Use, Privacy Policy, and that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. These items should be added to the invoice. The manually changed discount price will be the member price and ServiceTitan will calculate a standard price that is reflective of the discount given by that membership type. What happens if mobile numbers are entered as landlines? Note: You should zero out the sale task and back-date it if necessary. What are Unsubscribed vs. Not Subscribed Contacts? They can easily respond with a text saying their husband or wife is home to meet the technicians. Click the search icon in the top right-hand corner to, Learning to Navigate Your Signpost Account. The positive task credits an income general ledger (GL) account while the negative task debits the liability GL account where revenue is deferred. The Show Member Savings checkbox becomes available when you edit a customer. All notifications sent to customers are logged in the job history. The member price is the lower amount at $80, so the member price discount will be generated. Note: For appointments where technicians are using non-native GPS devices, customer notifications do not include Track Now links. Learn how we provide service desk support to national and international customers and how we empower voters. Check out the current opportunities to join the Titan Technologies team. When you open a location record from the Call Booking screen, the top actions are nested in an Actions dropdown menu. Remember what folder the file is saved in to easily access it, 7. Once all business unit phone numbers have been entered, go back to Settings > Customer Notifications to enable notifications. In Active tags, check if the Potential Member and Potential Membership Renewal tags are renamed. You can prevent Customer and Location pop-up windows from opening automatically by, setting individual call booking preferences, . If I disable both the Show invoice member savings name and Show member savings on printed invoice configurations, will it affect the customers account? We look forward to speaking with you about your needs. This can happen if the membership sale or renewal task is deleted from the invoice where it is sold. If they are the same, the customer you are adding will pay for the job and the service location details you added under Where will the service be performed?will match the customer record. However, you can still send out dispatch notifications to those technicians. No, the Book Job option only appears in location records. If some of your customers mobile numbers are saved as landlines, dont worry -- they can still receive dispatch and reminder notifications. Anything with 0% in the discount field will not be given a discount. From the Edit Location screen, change the name in the Customer field. The Sold On date shows the date the sale or renewal task is added to an invoice. If the membership tag is set up in the membership sale or renewal task in the Workflow tab in Pricebook > Services > Edit task > Workflow tab > Apply X tag to X, then the tag is associated with the task itself and not the membership. Increase CSR efficiency by being able to hold multiple conversations at the same time. info@titantechnologies.com 1-800-897-5380, 2023 Titan Technologies. Get the full customer service picture with Chats integration with ServiceTitan CRM. Note: You can access the Location Record by: Clicking the location from the Customer Record Searching for the Location Record Clicking the name of the Service Location on the Appointment or Job screen Click Edit next to the name of the Location Record. When you go to different sections and tables within a record, you can also take various actions. 2. You can give a full discount through a membership type. You see the customer's name, Customer ID number, Residential or Commercial tag, Billing Address, Membership status, and the year theyve been a customer since at the top of the record. In ServiceTitan, both Customer and Location Records contain information like name, address, phone number, and email address. The Notes section in Customer and Location Records shows the date and time a note was created and modified. Will customers receive their texts? Configure Titan account on MacOS/Apple Mail App. ServiceTitan is a cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales. Tip: You can prevent the customer and service location windows from opening automatically by setting individual call booking preferences. Tap Call next to the number you would like to call. Where can my customer change the Feedback rating they left me? You see the action button to the right of the section or table name. Easily Turn on the Live Answering Service, How To: Enable Push Notifications Connect Facebook Messenger on the Mobile App. Chat is one of the ServiceTitan features I wouldnt go without.- Lee's Air, Chat helped us communicate with homeowners how they best wanted to communicate. All business types. For more, see Merge and unmerge duplicate customer and location records. These are feelings you want customers to avoid every time they need to reschedule, inquire about a service, or even confirm an appointment. Add and Manage Signatures. Important note: Some features may not be currently included in your account and additional configuration may be required. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. What happens if I manually change the auto discount price of a task but we use percentage discounts in their membership types? Purchase Order Requisitions, Price Adjustment Policy, Active Military, First Responders, and Front-Line Health Care Workers, Backorder or Out of Stock Designations, Website or Checkout Issues, Website FAQs. The Call Booking screen opens. When a new customer contacts you, add their information in ServiceTitan so you can start booking jobs and building a relationship with them. When customers receive text messages, they may want to write back or call the number back. The Location Record will now be associated with the Customer Record you chose from the dropdown. ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Chat is already active and available to all current ServiceTitan customers. Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Click More to build an estimate, collect a payment, create a project, or switch back to the old design. Your Account Settings, Users, and Privacy, 2. Note: This will happen even if you select the Allow proportional markup of standard price on $0 items option. What do the different statuses of membership mean? ServiceTitan Payments - Checks What is the difference between ACH and Mobile Check Capture? Your customer will not see any discounts or member savings on their invoice, including discounts from other memberships. Click the job to open the record. If membership is canceled, is it expected for the recurring services and events to disappear? All rights reserved. No, equipment only appears on location records. Offer simple and convenient payment options, including financing with instant approvals. Some tables also offer grouping to help you further narrow your search. For example, the Pricebook standard price is $100 and the Pricebook member price is $90. On the left-hand side, organize the columns to filter the list you want (ie. What is the First Billing date field for? Adjust your view by closing or reopening the left and right side menus. Choose Job start time + job duration as your arrival window option. Reasons for switching to ServiceTitan. How Can I Mark a Contact as Unsubscribed, Subscribed, or Spam in the Mobile App? You can limit your dispatch notifications if you are worried about customers receiving too many texts. residential, active/inactive, members/non members), 4. If the recurring event, regardless of job status, is booked into a job or if a follow-up is logged in, it will stay visible on the location even after the membership is expired or been canceled. Then, click the address to add it to the record. Discover your ROI with ServiceTitan: Calculate Now. Why did the membership that I just sold disappear? Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the countryand has increased their revenue by an average of 25% in just their first year with us. We use cookies to give you the best experience on our website. In this case, your Plumbing category and its subcategories. If ServiceTitan doesnt automatically detect a customers name when they call, make sure the customer isn't already in the system under a different phone number. There will be no information on member savings in ServiceTitan and ServiceTitan Mobile printed invoices. residential, active/inactive, members/non members) 4. Important note: Some features may not be currently included in your account and additional configuration may be required. A green checkmark means notifications are on. What you can do to make sure customer phone numbers are stored correctly: How to allow customers to call the number back, How to allow customers to text the number back, Booking Confirmation, Reminder Notifications, Technician Dispatched. When you create a new Location Record in ServiceTitan, be sure to add it to the correct Customer Record (if one already exists). Some homeowners are at work when we give them a call to confirm someone is available. Login to your ServiceTitan Account The Activated by field shows the user who added the membership to the customers account. Delight customers Deliver a premium customer experience with text updates and Uber-like technician tracking. The difference between the two is that Customer Records store information about who is financially responsible for services, making the address on the Customer Record the billing address. Create or edit Customer and Location records during Call Booking. How to Contact Titan Customer Service/Support Titan: Managed Investing Contact Information Listed below are our top recommendations on how to get in contact with Titan: Managed Investing. Titan provides a customer focused service desk solution that scales to fit any customer population size along with an extensive knowledge management expertise and custom training program to handle any type of technology. When youre finished, click Save. Many companies customize the message to ask the customer to text or email back Confirmed. Note: This is different from the Sold By field which shows the user who actually receives sale credit for the membership. All Industries, Product Announcements, Management, What You Need to Know about ServiceTitans Summer 2023 Release. You can change the arrival window setting. What can I do? If you tap Perform Work Now and select Do not discount invoice items with memberships sale, then the invoice will be affected. All Industries, Product Announcements, Business Tips, How ServiceTitan Makes Pricing Easy with New Pricing Builder Tool. Please contact technical support for details. What can I do? Important note: Some features may not be currently included in your account and additional configuration may be required. With customer satisfaction being our highest priority, Titan Technologies provides large scale, managed call center services with rapid scaling ability, and bilingual capabilities. To change the customer associated with an existing Location Record: Note: You can access the Location Record by: Clicking the location from the Customer Record, Clicking the name of the Service Location on the Appointment or Job screen. Why doesnt membership savings appear on an invoice? Click a customer's name to open the Customer Record, or click an address to open the Location Record. My account is configured to auto-arrive technicians when they get to a job site. The chat is automatically associated with the next job that will be taking place. What happens when I deselect Show membership savings on customer-facing invoices? ServiceTitan provides that understanding with an easy-to-read performance summary of each agreement, showing revenue, costs, the number of completed visits planned and unplanned, and more! Infrastructure Modernization & Management, Learn how we provide service desk support to national and international customers. You can contact us by live chat, phone, or email to: Diagnose and troubleshoot issues, including system errors Repair issues and other problems Assist you with completing tasks, such as understanding error messages and looking into report or data discrepancies How does ServiceTitan know which customer credit cards need to be updated? For more, see Use forms. Scroll or use the left side menu to go to Notes, Locations, Memberships, Invoices, Payments, Payment Methods, Customer Statement Log, Jobs, Appointments, Projects, Tasks, Calls, Emails, Estimates, Forms, Photos & Videos, and Attachments. Anywhere you see the Edit icon, you can make changes. Note: Customer texts appear on the message list on the Dispatch Board. Why didnt the customers membership tag disappear from their location profile after the membership expiration? You can now book the job. Explore why 100,000+ service professionals trust ServiceTitan to run their business. A customer membership should be active for the membership price to appear on an invoice. By choosing "Accept All", or by continuing to use this website, you accept the use of cookies. This is a recommended setting if you often dispatch multiple techs to a job site. Selecting All Services means every service in your Pricebook receives a discount. Thrive Analytics found that a fast-growing segment of consumers preferred a mobile-oriented "Uber-like" experience when purchasing contractor services. If a Location Record has been attached to the wrong Customer Record, you can change the customer for that location. What do I do if my business is changing ownership? The refund won't show on ST automatically either; you'll need to either remove the payment or nullify it (Add a minus payment). Information provided in this article may also not constitute the most up-to-date legal or other information. The business unit phone number is provided in reminder notification and dispatch notification messages, so the customer will know how to reach you if they have any questions. You can add additional service locations after the customer record is created. In the side panel, click Communications > Customer Portal. Why doesnt the member price appear on the invoice? Click here to learn more. @Jesseca Lawson Unless you're using ServiceTitan Payments, refunds have to be processed through your merchant interface. You do not need to provide an arrival window. If you select a photo or video, you can download or delete the media by clicking Download selected or Delete selected. The following changes will happen: In ServiceTitan, The Standard Price, Your Price, Your Total, and Member Savings fields will appear in the customers printed invoice. You see the name of the Location Record, the Customer Record its attached to, the Service Address, and the Zone at the top of the record. You should manually delete the tag from the location profile. Click here to get a demo. Twilio found that 89% of consumerswant to use messaging to communicate with brands. The greater of the two discounts will be applied. Technicians using a non-native GPS device such as TomTom or Fleetmatics cannot be tracked in real-time. 5. When I book recurring service jobs (membership appointments), I see positive and negative tasks on the invoice. If you're answering an incoming call, click the incoming call bubble then select New customer. The items appear on the invoice. Where Do I Log In / How Can I Reset My Password? | Terms of Use | Privacy. Government agencies and departments at the local, state and federal level call on us to deliver customer care services at a moments notice. Titan Technologies offers a collections and surveying solution grounded in our comprehensive Quality Control methodologies, proven recruitment and retention practices, thorough and ongoing training programs, and innovative reporting tools. ESC is not cloud based, did not integrate well with Quickbooks, does not allow clients to pay invoices online, technicians having constant issues with mobile app, etc. If the Pricebook item does not have a standard price and is added to the invoice, the price you entered will be the member price and ServiceTitan will calculate a price based on the discount given by the membership type. The exception to this is to delete a membership, which should deactivate all associated events regardless of event status. How can I see the Potential Member and Potential Membership Renewal tags in Tag Types and use them again? It should also show each membership that a customer has in case they have multiple. When can I see the Potential Member tag in ServiceTitan? With ServiceTitan, you can customize additional monthly charges, opt-ins for extra maintenance tasks, membership upgrades for additional services, and more. Location Records store contact and other information about the actual physical location where the service is performed.After youve created a Customer and Location Record, you can use it to book jobs, look up customer information, and more directly in ServiceTitan. Power your business with a platform designed to give you workflows that encourage productivity. ServiceTitan will calculate per membership type, then compare them to select the greatest discount. Scroll or use the side menu to go to Notes, Jobs, Appointments, Projects, Opportunities & Estimates, Equipment, Calls, Memberships, Recurring Services, Recurring Service Events, Forms, Photos & Videos, and Attachments. Build a Contact Page. Note: When you edit the membership type, it will not edit the recurring services that are linked to the customers membership. Reply to messages FAST: Facebook, Google, SMS and more. Key ways support is here to help you: Diagnose and troubleshoot issues Repair issues as needed Only Your Price and Your Total fields will appear in ServiceTitan and ServiceTitan Mobile printed invoices. If it is enabled, no discounts will appear on the invoice. Use the navigation menu on the left to jump to sections where you can upload photos and videos, and add attachments. ServiceTitan will display the amount in the Pricebook Price field on the print invoice for both the Standard Price and Your Price. Why is the discount not showing up on the invoice? Cell phone numbers should be saved as mobile (Mobile) numbers, not as landline (Phone) numbers. Click the search icon in the top right-hand corner to bring up a list of customers. Why aren't my customer comments being published online? This field generates the data of the user who added the membership by sale or renewal task. Maintenance agreement software is business technology that residential and commercial service providers can use to help them manage new and ongoing contracts with customers. Please contact the account administrator on your team. For example, if item 1 is added for $89.33, the price in Pricebook, and the membership task gives item 1 a 10% discount and item 1 has a member price of $65 and their membership gives them a 10% discount. How do I refer Signpost to a fellow business owner? This is because your task in the Pricebook has a standard price of $0 and a member price that is greater than or less than $0. Yes. Why do both the standard price and my manually entered price show the member price on the printed invoice? You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice. Tip: If there arent any recurring service events for a location, the Recurring Service Events section and table wont be displayed. And, because ServiceTitan is cloud-based, these tailored agreements that are sold and signed in the field are instantly synced to the office, where they can be easily referenced for future work. It has been a helpful and powerful tool to let our customers choose the best way for them to communicate with us.- Tom Drexler Plumbing, Chat helped us connect with customers in a quick and efficient way. Information provided in this article may also not constitute the most up-to-date legal or other information. In this video you will learn how to manage your customers within Service Titan software for your business. Chat is availableNOW. ServiceTitan is moving to a seasonal release schedule, and this is your guide to all the information you need to make the most of the Summer 2023 updates. Almost all mobile phones accept this kind of messaging. Why can't I see my newly uploaded Contacts in my account? I want to put in my own notification message. Ever since we started using ServiceTitan Chat, delighted customers have been highlighting it in their positive reviews online. If the membership needs to resume, you can manually edit the customer membership page, and change the Status dropdown back to Active. Not only is it convenient and user-friendly for our office staff, but our customers are huge fans as well. With multiple call centers throughout the country configured to automatically support one another and the underlying technologies integrated, Titan Technologies provides a highly available, inbound and outbound call center service with exceptional customer support. While youre viewing a particular table, filter or sort from the top to easily find what youre looking for. How to configure IMAP for iPhone or iPad. How do I tell if notifications are on or off? You can book recurring events more than 12 months in advance. Create an estimate then add a membership sales task and sell the estimate. Go to the navigation bar and click Settings . Tell your customers to add noreply@servicetitan.com to their list of addresses. Please contact technical support for details. If your search results show both Customer and Location Records, you can spot the difference: the Customer Record is listed first along with a person icon, while any service Location Records follow the Customer Record and include a house icon. Visit ServiceTitan Academy and enroll in Modifying Customer Records, See Manage customer and service location records, See Enter military and diplomatic addresses. For the CSR, its as easy as using any desktop messaging app (iMessage, Slack, Discord, etc). From the Edit Location screen, change the name in the Customer field. The discounted items on the invoice will not be affected. Important note: Some features may not be currently included in your account and additional configuration may be required. You can set this up when you configure your outbound numbers for SMS or MMS. Enable the Customer Portal. The merchant name may not be the same as the website name. This date helps the system identify the initial Next Billing Date by setting it equal to one billing frequency after the First Billing Date. How often are customer surveys sent to my customers? For example, if you set a discount for your Plumbing category at 0% but you want to discount all Water Treatment and Winterize services by 15% but both are sub-categories under Plumbing, then you would select the Do not discount if percentage is set to 0% option. Can I manually change the standard price in Pricebook even if I am using percentage discounts in membership types and member prices? Notifications are also disabled for all of the customer's service locations. Memberships typically include discounts on invoice items. If you renew from the Expiring Memberships tab in Follow Up, you can also use that page to set a wide date range with an End date prior to today's date to capture all Expired memberships. Distinguish between Customer and Location Records by the label and icon shown next to the name of the record. For more, see Discounts on invoices. If you have the preference Automatically Open Location/Customer Pop-up disabled, you can view the Customer and Location pop-up from the Call Booking screen by clicking Preview next to the Customer or Location Record. From the job screen, click the blue chat icon next to a phone number for the service location. The Potential Member tag appears when you book a job for a customer who does not have an active membership. ServiceTitan identifies customers by the phone number they're using when they call in. Does the equipment appear on the location record and the customer record? All in all, Chat has been a great feature that our dispatchers and our customers really enjoy.- Village Plumbing. The selected price of the user will become the member price and ServiceTitan will calculate a standard price that maintains a percentage difference between the standard and member price of the item in the Pricebook. I don't want customers to see an arrival window based on my business hours. Why can't I add the same Recurring Service to a customer membership for a second time? Create or edit Customer and Location records during Call Booking. Continue to type the customers name until the correct one appears, then select it from the dropdown. A place for contractors to access the best content articles, webinars, podcasts, industry-leading voices and expert advice, all in one place! For more, see Merge and unmerge duplicate customer and location records. Contact Us. Yes, you can customize your notification messages to include the arrival time only. Not yet a ServiceTitan Customer? Yes, ServiceTitan creates the Potential Member and Potential Membership Renewal tags automatically for all ServiceTitan users when they are onboarded. Go to the Location R ecord. enter the following information: Tenant or location name Address: Press the Tab key or click the marker to validate the address. If youre viewing a Customer Record, you see a Customer label and icon to the left of the customers name. And while you are customizing an agreement, ServiceTitan will automatically track labor and material costs, so you always know your invoices will be accurate and profitable. View a Customer or Location Record to look up important details. We partner with our customers to employ the latest technologies, integrate disparate products where it makes sense, and develop custom solutions to add value to our customers. Configure Titan on other apps using IMAP/ POP. Service agreements vary customer to customer, shop to shop, and even industry to industry. The number 0 is recognized as null in ServiceTitan. Surveys are only sent to customers one time: when the job is completed. Job notifications are grayed out and disabled. Do not dial the number from your phone. Educational institutions are now experiencing a digital transformation revolution. There you will find our terms and conditions of membership, rules for shopping in our warehouses and online, as well as general policies. Manage customer and service location records, Merge and unmerge duplicate customer and location records, Merge and unmerge duplicate Customer and Location Records, Change the customer on an existing Location Record. Sorry we couldn't be helpful. Note: If you dont want messages to be sent to all of a customers phone numbers, edit their delivery preferences. Titan provides a customer focused service desk solution that scales to fit any customer population size along with an extensive knowledge management expertise and custom training program to handle any type of technology. Tip: You can prevent Customer and Location pop-up windows from opening automatically by setting individual call booking preferences. In ServiceTitan, Customer Records store information about who is financially responsible for services, making the address on the customer record the billing address. Direct calls from your phone are not recorded or attached to the customer record.
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