Posts

Resolved! Custom Fields to Trigger Tags?

Is there a way that a custom field can trigger a tag? We have a number of required custom fields on our job booking screen and it would be nice for a tag to be automatically applied to the job based on the answer to a field.

MirandaMel by ServiceTitan Certified Administrator
  • 2148 Views
  • 6 replies
  • 8 kudos

PowerDialer

We are new to PowerDialer campaigns - do most users just have one campaign at a time, or can you switch between any that you are assigned to?

embowes by New Contributor II
  • 855 Views
  • 1 replies
  • 3 kudos

Ever thought of DO Not Service a Location?

I think it would be helpful to be able to add "Do Not Service" to a location like we can a customer. For example, we have a customer who has several locations, but there is one that is very run down and every time we end up there, he argues about his...

dwhite45 by Valued Contributor
  • 1767 Views
  • 5 replies
  • 0 kudos

Tagging Calls Live

Tagging calls after the fact is a pain in the XXX! Please make tagging calls "live" while in the call box. This would save time and money. What are your thoughts?

Ron by New Contributor
  • 438 Views
  • 1 replies
  • 1 kudos

Call Classification

Whenever we have abandoned calls that are 10seconds 12seconds, etc. How do we classify those calls correctly if no one actually answers it? Do we leave those as abandoned calls?

inf8380 by New Contributor II
  • 1834 Views
  • 6 replies
  • 2 kudos

Resolved! Schedule Assistant/ Get Availability

Question!!! When I make an attempt to use our "Get availability" button when booking a call for a arrival window all I get is date with empty white boxes and no further information? Am I not seeing something correctly or is this how it is supposed to...

Screenshot 2023-03-29 at 2.04.28 PM.png
BayleeR by ServiceTitan Certified Administrator
  • 1878 Views
  • 3 replies
  • 0 kudos

Trouble with requisitions

Hi everyone, When we requisition items from an estimate to order them from our vendor then go to book the job from this estimate it will not allow us to book the job. It says we cannot book it due to the items having been requisitioned. We reached ou...

KhianaKlatt by Valued Contributor II
  • 831 Views
  • 3 replies
  • 2 kudos

Resolved! Outgoing Non-customer Calls

Would love to have the ability to make outgoing calls to numbers not currently in the system or linked to a client. Is there a way to dial an outgoing number through ST without creating a new customer?

service12 by New Contributor
  • 1702 Views
  • 6 replies
  • 4 kudos

Option for paragraphs in chat

I wish that when we lay out a text in chat, it would stay this way after we hit send. (Option to add new paragraphs and have spaces in between thoughts). This would look tidier, more organized and more professional! To vote: COMMUNITY-I-3271

KhianaKlatt by Valued Contributor II
  • 1578 Views
  • 7 replies
  • 5 kudos

Booking Confirmation Edit POC

I recently ran into an issue, where I have customer record, but added a NEW Location with a NEW Point of Contact. I want to send the Job Booking Confirmation, but it sends it to the main contact info on the customer record...per location for us, ther...

jenniferg by New Contributor
  • 493 Views
  • 1 replies
  • 0 kudos