Call Booking

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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 ...

JustinC by • New Contributor II
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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
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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
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  • 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
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  • 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
  • 1339 Views
  • 2 replies
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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
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  • 5 replies
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