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.
Call Booking
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Posts
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...
Call Recording cuts out when we enter the customer payment information.
Call Recording cuts out when we enter the customer payment information. I am wondering, if you can make the recording automatically stop when we go into “Add Payment Method” or “Collect and Apply Payment.” Screen, why can’t you have the recording sta...
Recurring Services Page
Would it be possible to have the type of home that it is for on the Recurring svc page? For example having a spot where it shows Residential/ manufactured/commercial?
Estimates
Is it possible to add photos to an estimate? Or can that only be done after the Estimate has been sold?Thank you
Auto Adjust Splits
Hi all, I was having some issues with closing out a job and creating a new appointment on a multiple man job. We noticed, since we had recently terminated an employee, who was 100% on the job, we were unable to do these requests. It would be nice in ...
Resolved! Make preferred tech more visible on location profile
I love that in the customer location you can select the customer's preferred tech however, I wish it was more visible! Could we add it to the top of the page near the customer's name? Or find a way to make it stand out more - add a banner, bright fon...
Assign new phone number to customer at call booking
When an existing customer calls in from a new phone number, there should be a way to assign that new number to the existing customer once I select them from our customer list. Currently I have to do this after the call is booked by going into the cus...
Scheduling Assistant
Just looking to get an idea on the opinion of the Scheduling Assistant tool. How useful has it been for users? Would you recommend it?
No longer able to select number used for outbound calls, Please Help!
Please Help!!!Approximately three weeks ago, we lost the ability to change our outbound call number for my CSR's that work remotely. Does anyone have an idea of how we can restore this feature? We've tried using customer service three different times...
Labels
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Arrival Windows
19 -
Call Booking Details
184 -
Call Bubbles
29 -
Call Reasons
25 -
Call Scripts
12 -
Campaigns
10 -
Customer Portal-Access
6 -
Enhancement Request
14 -
Estimates
1 -
Feedback
9 -
HVAC
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Leads 2.0
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Needing Advice
1 -
Property Data
7 -
Question
5 -
Reclassifying Calls
15 -
Second Chance Leads
3 -
Settings
1 -
Timeslots
3 -
Two Way Chat
17 -
Web Scheduler
1
Unanswered Topics
| 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 |
