Call Booking

Posts

Conditional Logic for Custom Fields

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...

josh_bab by New Contributor II
  • 1936 Views
  • 2 replies
  • 2 kudos

Booked Calls Tracked Without a Call

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...

dups-ccr by New Contributor II
  • 1334 Views
  • 1 replies
  • 0 kudos

Text / SMS Messages are not being Delivered to Phone

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 ...

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RyanGay by ServiceTitan Certified Administrator
  • 1382 Views
  • 1 replies
  • 0 kudos

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...

egamby84 by New Contributor III
  • 2437 Views
  • 3 replies
  • 1 kudos

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...

KhianaKlatt by Valued Contributor II
  • 5162 Views
  • 16 replies
  • 1 kudos

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...

sharon_k by ServiceTitan Certified Administrator
  • 2544 Views
  • 2 replies
  • 0 kudos

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...

KhianaKlatt by Valued Contributor II
  • 1374 Views
  • 1 replies
  • 1 kudos

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 ...

KhianaKlatt by Valued Contributor II
  • 2182 Views
  • 3 replies
  • 0 kudos