Call Booking
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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
  • 2999 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
  • 1717 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
  • 3374 Views
  • 4 replies
  • 2 kudos

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! Customer's thinking we are a scam

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...

KhianaKlatt by • Valued Contributor II
  • 5024 Views
  • 5 replies
  • 1 kudos

Resolved! Arrival Windows

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...

Jimb1979 by • New Contributor II
  • 3834 Views
  • 5 replies
  • 2 kudos
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