Selective Call Classification

New Contributor

Being our techs can only listen to the phone call that is classified as the call that booked the job, the office needs to be able to select which call that is. For instance, a call is missed, CSR calls the client back and books a new job. Sometimes pertinent info on certain phone calls are relayed and the staff needs to be able to select which call that is... 


Tech support cannot fix this issue.... 


New Contributor III

Have you reviewed the permissions that are assigned to your techs? The last time our account went through an update, we had to readjust some of our existing permissions. Hope this helps!

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

 When reclassifying call recordings, there is an option to say "this call is related to an existing job" and then link the correct job. If you do that they should also have access to those recordings.

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

That's the other issue. Our techs used to be able to listen to all of the calls attached, they no longer can and can only listen to the one that's classified as the one that booked the job.