Call Booking

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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
  • 2674 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
  • 854 Views
  • 1 replies
  • 0 kudos

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.

ypeters by New Contributor
  • 1042 Views
  • 1 replies
  • 0 kudos

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...

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AlexPhylactou by ServiceTitan Certified Administrator
  • 2423 Views
  • 3 replies
  • 1 kudos

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...

AlexPhylactou by ServiceTitan Certified Administrator
  • 2407 Views
  • 3 replies
  • 1 kudos

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

charringtonPSB by ServiceTitan Certified Administrator
  • 1340 Views
  • 2 replies
  • 0 kudos

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...

Topahill by New Contributor
  • 2803 Views
  • 4 replies
  • 2 kudos