03-29-2018 04:38 AM
An example: Call has been on hold, waiting for a part. After a time period of 2 days we'd like something to alert the dispatcher that this call needs their attention so it doesn't get forgotten.
08-02-2021 08:33 PM
We Log a Task for these types of follow-ups as well. The Task Feature has been a huge benefit to Service Titan.
06-03-2021 08:26 AM
We set reminder tasks when a job with a due date a few days out. The task gets closed when the job is scheduled. An email goes out when the task is over due.
05-18-2018 03:35 PM
Hi @ELVA WOITO? We have figured something out that works really well for us. I get an alert when a job has been on hold after 3 days so we can update the client and also check on where the equipment is.
You can email me cherie@nicehomeservices.com or find me on facebook at: https://www.facebook.com/mikeandcherie
04-02-2018 10:32 AM
Hello @ELVA WOITO? !
I recommend adding this suggestion to the Ideas tab of the Community. There, it'll have a proper forum for others to upvote your idea and to add to your request!
Here's a shortcut to the Ideas tab! https://community.servicetitan.com/s/ideas
05-30-2022 04:27 AM
How did you set this up? I have searched and searched. This something we have needed badly.