Actions that automatically close the phone call bubbles

RebeccaSantiago
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I see adding a note to an already booked job automatically closes the phone call bubble, so in the same way, we would love updating the job summary for an already booked job to do the same thing, where the system automatically excuses the call and adds the comment "updated job summary"

2 REPLIES 2

DaylaPCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

It's been a while since I've worked phones - the audit trail should show the summary was updated. Could you add a Call Reason for "Job Updates/Edits"?

Dayla Penn
ServiceTitan Certified Coach
Powerhouse Consulting Group

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @RebeccaSantiago

Let's see if one of our experts can weigh in. @DaylaPCG   Do you know what's the best workflow or do you have suggestions for updating the job summary?