Hope y'all are doing great! So, here’s the deal. We're trying to up our game with how we handle our HVAC/plumbing service calls, and we could use some pointers from you wise folks.Here’s How We Roll Now:The superstars at the front desk (our CSRs) slo...
It would be very helpful if there was an option to attach note to reoccurring service event when notating the location page. We have reps that outbound for maintenance appointments ( reoccurring service events) and by notating the location page vs go...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4807Anyone else notice that when linking a call recording to a job/setting an abandoned call as "a job was booked for this" that the campaign does not update? Specifically schedule engine boo...
I know that conditional logic is available in forms. I'm wondering if anyone else would find it helpful to have conditional logic applied to custom fields for dispatchers. This way you can have a scripted questionnaire for your CSRs to follow that do...
Hi, I would like to know if anyone has found a way to track any booked calls that do not have a call associated with it. We do a ton of online marketing and some we do not ever communicate by phone. I took a manual job but it will not show on my dash...
We are not receiving SMS / Text messages at all to our tracking numbers. We set up each of our Sales representatives to have a tracking number and when you create the tracking number ST asks if you want to allow "Incoming SMS" messages. We have this ...
We have had repeat customers call but through different phone numbers, so their info doesn't populate automatically. I have worked with other systems where you can type the customers name or even their partial name only using a few letters and the sy...
Since November 2022, I have had support cases open as I have been having trouble with our ST chat where I only receive partial messages on my work Macbook. They still have not found a permanent solution for this problem and it impacts my workflow dai...
Just a small annoyance to complain about - but why did ST ever reverse the Job Type and Business Unit boxes when booking a call ? Do you remember when you selected the Business Unit first and then it only populated the Job Types in THAT unit ? I know...
I followed this procedure below from Knowledge base for when a customer moves to a location we have worked at. My question is, when you name the old location "Location History" and then merge it to the new customer at that same location, how do you d...
