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...
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...
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...
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, ...
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...
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...
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.
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!
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 ...
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...
| Subject | Author | Posted |
|---|---|---|
| 11-26-2024 01:37 PM | ||
| 11-13-2024 07:21 AM | ||
| 09-16-2024 01:14 PM | ||
| 07-29-2024 07:42 AM | ||
| 07-25-2024 06:45 AM |
