Call Booking

Delete Custom Fields

Is it at all possible to delete a "deactivated" custom field? And if yes, how do you go about doing it? I do not see any options to delete them. We are getting a lot of the custom fields piling up that we never use. I was looking to consolidate that ...

Resolved! Answering service that will book jobs in service titan

Does anyone know of a answering service that will book calls in service titan?

Adding Job Type to Booking Automated Confirmations and Dispatch Notifications

On several occasions we have clients that book multiple appointments for the same time and day. I would like our booking confirmation notices and our dispatch notifications to include the Job Type, so when the customer receives multiple communication...

Marketing Campaign on Job Booking Screen Greyed Out

Hey fellow Titans! We have Marketing Campaign as a custom field on our job booking screen and lately whenever I am booking a call, the box is greyed out and I can't change it unless I book the job and go back in and edit it. Has anyone else dealt wit...

Alert - Capacity Planning was not used

I think it would be helpful if we had an option to create alerts when capacity planning is not used. We find ourselves becoming overbooked due to jobs not being booked with capacity planning / Get Availability. If an alert is not an option would crea...

Parent/child customers

We are new to ST. Our Go Live is on 7/13 and I am semi freaking out. 1 of the features we currently have with out software is the ability to have Parent customers and child customers. I am being told that ST does not offer this feature. For example, ...

Autopopulate business unit based on job description

When we go to book a job on the call booking screen we have to select the job type and then the business unit. There are so many boxes to populate and fill out in order to book a job. I would love to see that after we select the job type, it auto-pop...

Notes History

Would it be possible to add an option on the side menu for the history of notes on a customer's account so they don't build up on the customer/location page?Purpose of Idea: instead of deleting notes from the account, they can be placed in a folder o...

Booked calls from Chat report?

Does anyone know of a report or where I can find KPI's for calls booked from Chat messages? This wouldn't be part of an SMS campaign, just regular people texting in to book.

Cancellation List

What does everyone use for a cancellation list? I'd ideally like to have it available in ServiceTitan but that doesn't seem to be a feature. I'm exploring options. Thanks!

ServiceTitan Community

Posts

Delete Custom Fields

Resolved! Answering service that will book jobs in service titan

Adding Job Type to Booking Automated Confirmations and Dispatch Notifications

Marketing Campaign on Job Booking Screen Greyed Out

Alert - Capacity Planning was not used

Parent/child customers

Autopopulate business unit based on job description

Notes History

Booked calls from Chat report?

Cancellation List

Invoice Signatures Pop Up

Issues with Recurring Service Events on the Follow...

Online Booking Rates

Is there a way to condense Equipment listed on a c...

Job Type & Business Unit Fields on Job Booking Scr...

Offering to put credit card on file

Dialpad - Missed and drop call

Adding new locations - Based in Canada

Appointments

How do you guys notify your techs of a new Job?