Call Booking

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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...

Miranda by • ServiceTitan Certified Administrator
  • 2424 Views
  • 4 replies
  • 1 kudos

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...

KhianaKlatt by • Valued Contributor II
  • 1430 Views
  • 3 replies
  • 1 kudos

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...

H_Imbach by • Contributor
  • 1910 Views
  • 3 replies
  • 2 kudos

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.

MirandaMel by • ServiceTitan Certified Administrator
  • 1247 Views
  • 2 replies
  • 2 kudos

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!

Nancy by • New Contributor III
  • 2843 Views
  • 5 replies
  • 1 kudos

Add recurring service from job booking screen

Sometimes an existing client will call in and ask to book in, lets say a HWT maintenance, so I select the job category as "maintenance". Before I can continue booking, I need to select a recurring service to check off. Sometimes, they will only have ...

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

Bulk create recurring services

We add recurring services to every customer is our company's practice. It is a pain to add each recurring service individually. I would love if we could bulk add recurring services. EX: add AC, furnace and HWT recurring service in one click instead o...

KhianaKlatt by • Valued Contributor II
  • 864 Views
  • 1 replies
  • 2 kudos

No more Customer and Location

Merge these two. It makes it confusing, if you are on the location page the info may be different than the customer page because sometimes someone doesn't click to update it on both pages. I am sure there is a point to this, but I think its more of a...

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