When we book Leads in ST and customers call in for follow ups, we are not able to link that call to the lead like we would to a job, so we need to do the manual call closeout. Is there a way that we can link these calls to Leads?
Currently, CSRs create a customer profile but must then navigate back into the location and customer account to add relevant tags. This extra step is often missed since it requires going backwards in the process.It would be extremely helpful to have ...
Hello everyone. I'm curious if anyone compensates their office staff based on performance. If you do, what metrics do you use? Most importantly, what reporting systems are in place to ensure checks and balances?I've noticed that many reports rely on ...
We are currently switching over to ServiceTitan from another CRM. 80% of our business comes from the Home Depot Service Provider program. We are looking for any and all tips for configuring things to work as efficiently as possible! Currently, we are...
Hey everyone,I wanted to share how we use the Adjustable Capacity Planner (ACP) in ServiceTitan, especially since our business measures productivity by calls per technician rather than hours. I hope this helps anyone looking for a different way to ut...
I had an issue where someone was able to select job type that isn't associated with a business unit. Basically, I have a form that triggers based on a specific job type. That job type is limited to a specific business unit. For example:Business Unit:...
Is there way to get back booking id or other information about the booking created through the ServiceTitan web scheduler widget on our own website? Basically a way to know what booking is created on ServiceTitan through the widget on our own applica...
Completely random question but does Service Titan offer up an SOP for using the system? Im starting to write some but it would be way easier if they already have a file in place.
I recently been answering phone calls for our CSR and was wondering if there was any way to link an incoming call to an existing job. A lot of the phone calls were regarding jobs that were booked but I was not sure how to link that call to the booked...
