ServiceTitan Essential System Practice Exam Practice

These questions are part of the practice quiz. Start practicing

• What action must be taken if there are existing customer locations before adding a new one?
• What is a quick way to access a custom report you've created daily?
• What happens when techs publish a new form in ServiceTitan?
• What happens if you check the "do not service" box in a customer's record?
• What is the significance of reaching a replacement age for equipment?
• What is the role of a Custom Dashboard in relation to reporting?
• How can you control which sections of the modular dashboard CSR/Dispatch teams can view?
• What function does sorting provide in ServiceTitan reports?
• How can you prevent customer notifications from being sent in the "HVAC New Construction" business unit?
• Will customer surveys be sent if the sold threshold for the job type has not been reached?
• In ServiceTitan, what button do technicians need to click to add forms in Mobile?
• What type of job is considered a Closed Job?
• Which setting allows for more precise scheduling in referring to job types?
• Where is the link to view property data NOT available?
• What constitutes an incomplete membership billing run?
• What is the process for handling a customer who cancels their membership and wants to re-establish it later?
• How can a chat conversation be initiated with a customer?
• What should be associated with different ways customers find the business?
• To control customer notifications specifically within the "HVAC New Construction" business unit, what setting should you adjust?
• What is the best way to share important details with a technician about a customer's issue when booking a job?
• Where does the equipment warranty duration entered in the pricebook reflect in ServiceTitan?
• What happens when creating or editing a Zone in ServiceTitan?
• If you need to change the pricing on a service belonging to a membership, what is the recommended way?
• What is the purpose of the "email all" link in the billing history?
• What is the best practice for handling memberships for customers with multiple systems?
• How can technicians access non-job related tech forms in the Mobile version of ServiceTitan?
• Can tasks created using Task Management be linked to Jobs, Customers, and locations?
• To limit service work to specific areas, which feature must the zone contain?
• What is an option for a customer who owns three service locations and purchases a single membership?
• What indicates that the invoice subtotal meets the sold threshold for a job?
• What mailing preferences are available for invoices and statements on a customer's record?
• What is defined as a limitation for an office employee regarding job visibility on the dispatch board?
• What term refers to the method that automates the selection of marketing campaigns when bookings are made by a CSR?
• If a membership type has a 0% discount on services, what will be charged to the member for items added to an invoice?
• Which scenario would allow a job to be placed on hold?
• What does the setting "no charge/unconvertible by default" indicate for a job type?
• Which of the following is true regarding modifying individual locations' taxable status associated with a customer?
• What feature can be used to automate and personalize emails in ServiceTitan?
• Which of the following statements is true about updating general ledger accounts for service categories in the pricebook?
• Why might technicians not be able to create Supply House Run purchase orders even though they have permission to create POs?
• What is a benefit of associating business units with job types?
• When are amounts billed against a membership recognized as income or revenue if deferred revenue is not used?
• What feature can ensure forms are consistently completed based on set conditions?
• What essential fields must be completed on equipment items to execute a recall report effectively?
• What happens when a salesperson selects 'Perform Work Later' after selling an estimate to a customer?
• What permission is needed for CSRs to actually view customer chats after being granted full access?
• What is one of the benefits of associating Business Units (BUs) with Job Types (JTs)?
• Can you modify the information displayed when hovering over an appointment using board appearance settings in dispatch?
• What option allows a tech to add chargeable service items to an existing invoice item without customer visibility?
• What should you do if the number of service visits is too high for September inspections?
• Which campaigns allow the assessment of marketing effectiveness?
• What should you do to ensure all work performed for a strategic customer is discounted by 15%?
• When changing notification types in the dispatch configurations, what is the effect?
• Can you give technicians permission to create Purchase Orders while they are in the field using ST Mobile?
• What does the term 'invoice amount for future monthly billings' refer to in regard to changes made to Membership Types?
• What is one of the alerts that can be set to notify team members?
• When printing a statement for a customer, which invoices can be included if the option is selected?
• What is the fastest method of changing the general ledger account for all service items within a single category in the pricebook?
• What can alerts notify team members about?
• Which of the following can be used as search criteria when looking for a customer in the search screen?
• What must a technician do if they need to change the Tax Zone on an invoice?
• What is defined as a comparison of marketing spend to the revenue it has generated?
• What is a mandatory requirement when building a new membership type?
• What is a potential reason no customer satisfaction data is available for certain techs?
• Can the appearance of estimates be customized by the Business Unit when the job is booked?
• How can you restrict visibility of the PVC Pipe category to plumbing techs only?
• What happens once arrival tracking is turned on in Dispatch Notifications settings?
• When setting up a deferred revenue membership, which type of account should be used for sale and renewal tasks?
• What happens once arrival tracking is enabled for dispatch notifications?
• When a tech calls a customer using the mobile app, what will display on the customer's caller ID?
• What distinguishes a Recommendation from an Upgrade in an invoice or estimate?
• What is one key distinction between MMS and SMS messaging?
• When is a membership considered "active" on a customer's account?
• Why might some customers with a membership receive discounts greater than 5% on some items?
• What is the effect of adding a 10% discount on "all services" for members on invoices?
• What is the term for rearranging the fields displayed within a report?
• What is the first step a technician should take to access non-job related tech forms in Mobile ServiceTitan?
• When can an alert for a job type be triggered in ServiceTitan?
• What type of jobs may face different tax regulations according to ServiceTitan's practices?
• In what order should you update the ownership of existing locations after a new owner has called for service?
• What should you do to customize job notification texts to avoid confusion among customers?
• What will be the effect of selecting "no charge/unconvertible by default" when setting up a job type?
• If a canceled membership status is changed back to active, what happens to the recurring services?
• What is required for marketing campaigns to be auto selected in the call booking process?
• What is the best way for a technician to share key findings from an inspection with a customer?
• What is the result of marking an estimate as sold during the job actions process?
• Which of the following is not an alert feature in the system?
• In what instance might a confirmation notification not be needed after rescheduling?
• What feature helps businesses assess how effectively customers find them?
• Where can you find a list of customers who have not responded to surveys?
• What formats can results be exported in from the Search Screen with proper permissions?
• What must happen before you can continue a job that has been placed on hold due to inspection requirements?
• When is it appropriate to create a project with separate jobs?
• What is one way to initiate a chat conversation with a customer?
• What feature allows you to edit a specific membership service and add equipment?
• What does it imply if a technician has no completed jobs listed for the scorecard date range?
• If you acquire another company and want to service their customers under a different brand, which tool would you use?
• When a tech mentions they cannot access a specific form, which should be checked besides publication status?
• Is it true that you can quickly add new services to your pricebook while creating an estimate template?
• When adding an estimate during a follow-up call, what benefit does selecting 'mark as sold' provide?
• What happens if an estimate includes a service that is not in the Pricebook?
• What limits an office employee from seeing certain jobs on the dispatch board?
• Which condition is NOT necessary for tagging equipment as a conversion opportunity?
• Which notification is NOT available to be sent to clients regarding a job?
• If a tech cannot access a form on the app, what is a possible reason if the form is published?
• How can you spread out the visits for fall inspections when they generate a high number in September?
• Which statement is true regarding the application of filters in the job tray?
• What tool allows you to associate revenue to the ways customers find you in the marketplace?
• What is a typical benefit of offering a membership with a discount?
• What is the purpose of marking a task as completed in Task Management?
• Who has the authority to change the Tax Zone on an invoice in ServiceTitan?
• What is the fastest way for the install manager to call a tech from the dispatch board?
• If a custom field is added to the job form, what can you NOT do during call booking?
• What is the first step in generating and emailing billings for customers with quarterly memberships?
• What is one reason a job might have a blank profile picture in the audit trail?
• Which types of job tax situations differ from standard sales tax in ServiceTitan?
• If you filter the Modular Dashboard by a single Business Unit (BU), what data will Company Metrics display?
• How can you ensure a customer only receives a single invoice for multiple separate jobs?
• In Task Management, which option best describes the function of assigned tasks?
• Which method enables tracking performance across multiple Business Units?
• When a customer record is marked as "do not mail", can notification settings for individual locations still be changed?
• What permission is needed for an office team member managing existing customer memberships?
• What happens when a business unit filter is applied to the dispatch board?
• What will happen if a customer with a membership has an unpaid invoice?
• What type of information should be tracked to measure the effectiveness of customer acquisition strategies?
• What is one consequence of including zero balance invoices on a printed statement?
• When all subtasks within a task are marked as completed, what happens to the main task?
• What do items with blank profile pics in the audit trail signify?
• Why could technician names be duplicated on the Dispatch board?
• Which of the following could a Recommendation potentially do?
• What does applying triggers to forms help with?
• What do the "hours" field in the details tab of a pricebook service item represent?
• What type of membership duration prevents changes once initiated?
• How do you confirm if a customer is due for follow-up regarding a survey?
• If a technician records a note using the Pencil Icon, who will be able to see this note?
• What does grouping in ServiceTitan reports allow you to do?
• Adding a tag to a job type will have what effect on the customer record?
• Can dispatch board settings be modified to show different information when hovering over appointments?
• How can you modify the due date of a single upcoming recurring service event on a customer membership?
• If a tech has the "purchase order receipt photo required" permission set, where will the photo be found after taking it?
• What action can help ensure technicians have access only to relevant materials?
• Which of the following statements is true regarding changing Tax Zones in an invoice?
• What is the purpose of filtering in ServiceTitan reports?
• Where will a technician's picture appear after being added to their profile?
• Material items in ServiceTitan can be linked to which type of pricebook items?
• What happens if the job type and business units are not closely linked in the system?
• What must be enabled for a tech's arrival to be marked automatically upon reaching a job site?
• What should technicians do if they need to publish a time off request?
• What should you do if a follow-up with a customer reveals their survey feedback was poor?
• Which of the following assesses the effectiveness of marketing by type (e.g., internet, direct mail)?
• What should you do to prevent techs from seeing the company's cost for materials while still allowing them to list items?
• Which modification cannot be made with membership add-ons?
• How can you attach equipment at a location to the individual recurring services of a membership?
• How frequently must you change your ServiceTitan password?
• What occurs if a job is placed on hold because additional work requires authorization?
• What must be done to allow a service to be used as a membership add-on when building a service in the Pricebook?
• When are the initial reserve balance entries made for a membership sold using Deferred Revenue?
• What automates the selection of marketing campaigns when a CSR is booking a job?
• What distinguishes Manual Calls Booked from Inbound Calls Booked?
• In the Technician Scorecard, what could cause a technician to show 0% Billable Efficiency?
• What happens when all subtasks within a task are marked as completed in Task Management?
• What can be done if a customer requests to skip job notifications for future appointments?
• What happens to the technician billable efficiency calculations when "hours" are used in pricing?
• What is the first step to limit jobs in certain areas to specific days of the week?
• When are techs marked as arrived to their assignments using GPS?
• What happens to recurring services when a membership is canceled?
• If the task management shows that a task is still open after subtasks are marked complete, what is true?
• In which circumstance can you apply a membership discount?
• What do the solid blue lines indicate on a technician's schedule?
• If a tech sees a red circle "M" next to a customer's name, what does this signify?
• Is it possible to change the job type for appointments on different days?
• Which approach is recommended for ensuring customer loyalty through membership discounting?
• What is NOT an appropriate action when handling a job that requires collaboration between different business units?
• What does having multiple business units allow a company to do?
• Which statement regarding job alerts for commercial business units is correct?
• Can a Zip code be associated with multiple Zones?
• What must be activated for clients to see a dispatched tech's location in real-time?
• Can a customer with full access to customer chats still need another permission to view them?
• When performing a multiple day job with the same job type, how should it be set up?
• If a customer with a booked job calls to reschedule, what should you NOT do?
• What does 'Return on Investment' represent in relation to marketing efforts?
• Where can you quickly view on-call shifts?
• What might indicate a failure if all your technicians have a 100% closing rate on service jobs?
• What happens when a job is put "on hold"?
• When can a customer be charged for an ongoing membership that requires upfront payment?
• What is required for changing the appearance of invoices according to the Business Unit?
• For real-time tracking of a dispatched tech, what must be activated on the tech's mobile device?
• What is the best way to set up recurring services for a commercial customer over 3 days?
• In terms of survey reporting, what significant data can be retrieved?
• How can you prevent jobs from being booked for a customer deemed unserviceable?
• Can job notifications be turned off for a long-term job at the individual job level?
• If a job is rescheduled, will another booking confirmation notification automatically be sent to the customer?
• When is a Conversion Opportunity Tag considered converted for reporting purposes?
• If a customer cancels their deferred revenue membership but then wants to continue coverage, what should you do?
• When a user changes their notification settings in the dispatch configurations, how does it affect other users?
• What happens to a membership in the Expiring Memberships tab once it is renewed?
• When a customer with a membership has an add-on item price set to zero, what price will appear on their invoice?
• Which element is NOT part of the membership that needs to be created in the pricebook?
• What must be selected when building a Completed Job alert for certain Business Units?
• Upon publishing a new tech form, where will it be accessible?
• Why might a plumbing service tech have no customer satisfaction scores?
• How can a tech renew a customer's membership while on the job?
• What price will appear on the invoice if a member has an add-on item with a zero member add-on price?
• Can a membership be created with an ongoing duration and full upfront payment?
• True or False: You can use the same Pricebook task for both sale and renewal of a membership?
• When setting up job alerts for commercial business units, what must you select for it to work correctly?
• What is a common consequence of not accurately configuring sold hours in the pricebook?
• Can technicians make changes to the Tax Zone without calling the office?
• How can dispatch alerts be customized based on appointment types?
• What can happen if there is an extra space or different capitalization in technician team names?
• Does adding a job type tag automatically associate it with the customer records?
• Where can you find the reason for an appointment alert on the dispatch board?
• To successfully track technicians closing deals, you must set which of the following correctly?
• How can a service item sold on a job automatically apply a tag to that job?
• What is necessary for a technician to perform specific administrative actions in ServiceTitan?
• Which employees can be assigned a Task in Task Management?
• Which job type indicates that an invoice subtotal meets the sold threshold?
• Which statement is true about the proper order for updating GL accounts in service categories?
• By adding Service items to which group can you report on items together even if they are from different categories?
• Once a form is published in ServiceTitan, technicians can manage it from which section?
• Which process is involved in associating a non-taxable location with the customer?
• What feature helps ensure forms are completed consistently on jobs?
• What action is NOT required to start a chat conversation with a customer from the dispatch board?
• What are the benefits of building a category called Dispatch fees in the pricebook?
• What needs to be checked to enable service days in a new zone?
• If a technician cannot access a customer's location due to security issues, what should the status of the job be?
• When a zone is created or edited, what happens to existing service locations?
• How can a user view the list of survey responses that haven't been returned?
• How can you add emojis to the short code field of a tag?
• What does selecting the option "include zero balance invoices" do when printing a statement from a customer’s record?
• What happens to billing runs that remain in the incomplete tab?
• What type of requests can technicians publish through the system?
• When a job is "on hold," where will it appear in dispatch?
• How should you set up a job requiring different departments to complete tasks?
• Which of the following is NOT an available recurrence type when setting up a recurring service?
• If a customer wants to update their survey response after giving poor feedback, what can be done?
• What happens to existing memberships if changes are made to a Membership Type?
• Which fields should always be completed on equipment items added to the pricebook to efficiently run a recall report?
• What is a benefit of collecting additional information from customers before a job starts?
• What is the process of modifying specific data elements in a report referred to as?