Posts

Online Booking

We started using Schedule Engine before it was integrated with Service Titan formally and we only had two technicians for capacity. We have added another tech, but the capacity has not changed in our online booking screen to reflect that. What do I n...

Zipcodes when booking a call

Zip Codes - Is there a feature with Zipcodes?If we have zip codes assigned to our areas. Is there a feature with Service Titan when booking a call that is NOT in our zipcode that will alert us when booking a job?If not, won't this be a good way to ma...

deborah_6 by New Contributor
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  • 1 replies
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Call Reasons

Hello! I'm curious to know how everyone has their call reasons set up.We're diving deeper into our call booking metrics and I'd like to hear/see what practices you are using.What call reasons are leads? Which are not?

heeaaath by New Contributor
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  • 2 replies
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Ountbounders and thoughts

Just curious who here has CSR's that are strictly outbound callers? Right now, our CSRs are handling both and I feel like the out bounding is getting a bit neglected. If you do have out bounders, what does that role look like? What expectations do yo...

amandaz88 by ServiceTitan Certified Administrator
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  • 3 replies
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Setting Alerts to Call Reasons?

So we are trying to streamline some of the Call Booking Processes to our lead dispatcher. we were trying to find a way that would set an alert based of the call reasons. As in , if someone in the office takes a customers call and they are unable to b...

user_f54 by New Contributor
  • 90 Views
  • 1 replies
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Outbound calling with extensions

We're having an issue with outbound calling. Our desk phones have extensions, those extensions are programmed into the employee profiles, and it's not calling the extension. Any ideas?

JessicaSmith by ServiceTitan Certified Administrator
  • 118 Views
  • 2 replies
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CSR-taking a call for a job that is already booked

Wouldn't it be nice to be asked when taking a call from a customer that already has a job booked.... Do you want to tag this call to a job? Then even if the customer has multiple jobs with us I can choose which job I want just like i can in the aband...

titanz1 by New Contributor
  • 158 Views
  • 3 replies
  • 3 kudos

Call screen

I was trying to book a customer. I put in their address, and nothing came up. Put in their names, and nothing came up. We have been out there several times. When I went to just create a new customer and hit save, it told me the customer address alrea...

ilenab by ServiceTitan Certified Administrator
  • 102 Views
  • 1 replies
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Manual call reporting- need votes!

Hey! This idea is not mine but I voted on it, so I got a notification that it got moved to "needs community votes" status. If this sounds like something you want, be sure to go vote on it! COMMUNITY-I-938Manual Call ReportingConsider making all manua...

JessicaSmith by ServiceTitan Certified Administrator
  • 192 Views
  • 4 replies
  • 0 kudos