We have recently discussed adding General Contractors to our list of clientele. Our challenge is how to set them up in Service Titan. Our goal is to be able to send the estimate to the General Contractor without sending it to the homeowner. Also, the...
Hi everyone-If you are using the Angi Leads Integration (linked below), how are you recording the leads for follow up that are not booked as calls?Re: angi leads integration
If we schedule a tech to be on vacation it don't block the office from scheduling a job on the tech when they should be on vacation. and in the calendar it shows a vacation as a non job event witch is right, but than all the meal breaks clutter the s...
On the Calls screen, why is there a Manual Job button and also a Manual Call automatically created by the system outlined in blue? You can discard and close the Manual Call but it soon reappears. This manual call created by the system makes a red not...
Currently, service titan does not have an option to automatically attach outbound calls to work orders.When you are in a work order, click on the phone number, so the call is then recorded, the outbound call gets attached to the customer profile howe...
Sensitive phone calls WILL come in, and if you or the person answering the call cannot "pause" the recording, there should be an option for the admin to delete the recording.Secondly, we noticed private voicemails to individual extensions are being r...
We would like to have a way to get the customer's credit card when they are booking an appointment via the chat/schedule engine section. If you could have a way to have them send it encrypted that would be very helpful. Thanks in advance.
Good morning everyone!As the main CSR in our HVAC company, I make a lot of outgoing calls. When I call customers to remind them to book in their maintenance or to book them in for a recall the trouble I have been finding is many people are super hesi...
Has there been any thought to creating an arrival window labeled first call. So many companies only guarantee the first call of the day which is a set time. Can we create an arrival window label first call instead of an actual time or is there a work...
Hello, It'll be useful for streamlining operations to be able to add/delete form fields for the booking widget. There are a lot of use cases where the company may want to ask additional questions or not ask questions that are pre-defined in the embed...
