Call Booking

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...

We would like to be able to schedule past 5 pm for afterhours scheduling

Currently , we can not schedule an appointment for say..7pm. We have to schedule for 5pm and just work in order that they were received.Thank you!

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...

ServiceTitan Community

Posts

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

We would like to be able to schedule past 5 pm for afterhours scheduling

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

Making Technician Required When Booking Jobs

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

Cancellation List

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

Chat group

Offering to put credit card on file

Dialpad - Missed and drop call