Call Booking

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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
  • 1272 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
  • 1719 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
  • 1135 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
  • 2521 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
  • 843 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
  • 799 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
  • 1498 Views
  • 3 replies
  • 1 kudos
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