Phone Calls
How do I enter an out of country telephone number? I have a homeowner is Egypt but I cannot add his number in so our calls are recorded.
Posts
Create Estimate from Job Booking page
Anybody have the Create Estimate from Job Booking page toggled on? What kind of business units are you using it for? Have you run into any issues allowing CSRs to build an estimate for the tech from the office?We don't give out pricing over the phone...
Location Naming Best Practices
We are trying to create a standard naming procedure for locations and wanted to see what everyone else is doing.Right now we create a tenant and location with the same name but that throws it off when "Jason's vacation home" gets sold and has a new o...
Scheduling with Contractors
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...
Angi Leads
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
Resolved! NEW IDEA!! Vacation Non-Job events schedule on your technicians' profile can be overlapped HELP!!!
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...
Resolved! Calls bubble notification
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...
Resolved! Automatically attaching outbound calls to the work order vs customer profile.
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...
Resolved! It would be great if admin could delete recorded calls
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...
Resolved! Obtaining credit card info securely when customer books via chat/schedule engine
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.
