Call Booking

Fast Customer Search

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...

Only receiving partial chat messages - help!

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...

Why were the Job Type and Business Unit boxes reversed on the Call Booking page ?

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...

Resolved! New customer at previous customer's location - best practice?

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...

Call booking glitch

I had an 8 min phone call with an existing client. I clicked "book job" once I had typed in all of the information. I received a blue spinning circle in the top right hand of the screen for a few moments. The "book job" button was greyed out and I co...

No call bubbles populating

I have had a few calls in a row this afternoon where call bubbles have not been populating at all for me. No blue bar at the top of the screen showing I am on a call. No call bubble with the phone number on the call booking screen. Before I take the ...

Adding a new location while being able to see the customer page

It would really be helpful to be able to see the customer page while creating a new location. When adding a location you have to ask the customer all of their information again because you are unable to see their customer page. It takes away from the...

Transfer Outbound Calls

I wish we could transfer calls that we make, it makes it a process when you have to tell a customer that the technician will call them, and then have to let the technician know. Rather than just being bale to transfer.

Wish list for chats

Howdy! I Wish that we were able to bulk delete Chat's from the Calls Tab. Maybe we could implement that! I have over a year worth of chats that were never "closed" properly and I need to clean that up in a more efficient way then clicking into each i...

is there a way to combine jobs across multiple locations to 1 project

We have a customer that has 100's of locations and we do maintenance for them each fall they like to get one invoice for each street so 10-15 homes per invoice. Is there a way to create a project that will allow me to book each location but combine t...

ServiceTitan Community

Posts

Fast Customer Search

Only receiving partial chat messages - help!

Why were the Job Type and Business Unit boxes reversed on the Call Booking page ?

Resolved! New customer at previous customer's location - best practice?

Call booking glitch

No call bubbles populating

Adding a new location while being able to see the customer page

Transfer Outbound Calls

Wish list for chats

is there a way to combine jobs across multiple locations to 1 project

Home Depot Service Provider + Service Titan

Using Adjustable Capacity Planner (ACP) for Call-B...

Getting booking id or booking information after bo...

Outbound Calls Not Recorded

Invoice Signatures Pop Up

Business Unit and Job Type Limits Not Being Honore...

Chat group

Offering to put credit card on file

Dialpad - Missed and drop call

Adding new locations - Based in Canada