User Activity

I randomly get a pop up that tells me there is an update for the Web Connector for Quickbooks Desktop. I click "yes" to install it and it seems to update and restart the connector and then the pop up just randomly comes back again. I don't think it's...
We had created a tag for "Do Not Service" prior to the button the customer account being available. I have gone through and verified all accounts that had the tag now have the button clicked. While I was doing that, I found a number of accounts still...
When we imported our customer database from our previous program into Service Titan hundreds of accounts came in with data formatted for the old program that Service Titan is not recognizing. I need to be able to deactivate accounts in bulk so I figu...
This is an odd one.During a meeting yesterday we realized that we need to pull a report that grabs all jobs with a certain phrase typed in the notes and I am stumped at how to mine that data out of the system. Anyone have any tips??
We have a sales team that takes in new leads and follows up on them, sends estimates, etc. We also have technicians that are able to upsell on their jobs as well. We are able to track the technicians pretty well. The sales team is proving difficult. ...