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Release #65 | ServiceTitan Release Notes Overview

Link to sign up for the Second Chance Leads Beta: https://docs.google.com/forms/d/e/1FAIpQLSfvMcyggkvdRk7_ErbFBH0HXFvLX5DnuJ5Q2dS1iBCmOadzyQ/viewform
00:00 Intro
HIGHLIGHTS
00:18 Weekend & Holiday Rates For Dynamic Pricing
03:07 Teams & Skills Filters On Dispatch Board
03:47 Goodleap Financing Integration
03:55 Customer & Location Page Redesign Phase 2
06:45 Improved Job Costing Calculation
07:55 SEER2 & EER2 Fields
08:29 Make Job Summary Required On Job Booking
08:59 Multiple Equipment Records
09:33 Second Chance Leads Beta
10:37 Refund Banner
10:50 Customer Credit Available On AR Transaction Reports
11:01 Job Audit Trail Includes Payments
11:14 Add Payment To Batch From Edit Payment Screen
11:47 Pay Deposit Button In Mobile
12:45 Ideas In Community Are More Easily Sharable
13:31 Legacy Search Sunset
13:40 Edit End Date & Time While Booking A Job
15:01 Warning When Booking On A Project Opportunity
15:25 Allow Discounts & Allow Membership Discount options separated
15:52 Individual Or Aggregate Calculations In Dynamic Pricing
17:02 Create A Return Before A Bill Is Made
17:11 YTD & Previous year available when scheduling a report
17:40 Benchmark Report Available In TitanAdvisor
18:45 Help Me

Resources
Not a Servicetitan User Yet? Book a Demo Here: https://join.servicetitan.com/mzwzD9X

Видео Release #65 | ServiceTitan Release Notes Overview канала ServiceTitan
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18 апреля 2023 г. 16:00:32
00:19:28
Яндекс.Метрика