Call Booking

Posts

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
  • 3009 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
  • 1004 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
  • 940 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...

calling customers

Please make it possible for technicians to call the customer whose jobs they are no longer on

hwoodard by New Contributor
  • 1765 Views
  • 3 replies
  • 1 kudos

Active Call Bubble Notification

When you are connected to an active Call bubble and someone takes ownership of it, Service Titan feels the need to notify you on every tab you have open.

lilbrown by New Contributor
  • 1031 Views
  • 1 replies
  • 1 kudos

Resolved! Searching by customer provided work order #

We have just joined the Service Titan Community two weeks ago. We do a large amount of work for commercial, property mgmt. and warranty companies that all send us a work order # that they generate to track each job. I know we can add a custom field t...

Pruitts by New Contributor
  • 1556 Views
  • 1 replies
  • 1 kudos