Call Booking

Resolved! No Charge/Non-Opportunity

Would it be possible to add the "No Charge/Non-Opportunity" check box to the list of fields for converted jobs and recall jobs in the booking step so that employees do not have to go into the job after it is made to edit it? This would cut out extra ...

Follow Up Button Needed

Hey Everyone! If you would please vote on the idea below! Thanks so much https://community.servicetitan.com/t5/Ideas/bd-p/ideas

Resolved! Follow Up Button needed

When we mark a lead as a follow up since we did not book the job there is no way for a CSR member to really know that, that follow up that was created should be booked from the follow up tab unless they know where to look. We think it would be helpfu...

Resolved! "Manual Calls" Not Recording

Our ST is not recording manual calls. It shows us the call was made and we can attach it to a job but we are unable to listen to the call,

Actions that automatically close the phone call bubbles

I see adding a note to an already booked job automatically closes the phone call bubble, so in the same way, we would love updating the job summary for an already booked job to do the same thing, where the system automatically excuses the call and ad...

Stop Automatically Converting Jobs to No Charge After Sold Estimate?

I saw a post similar to this one from a couple years ago and was advised by tech support to rehash the topic. I just got done speaking with them about the setting that automatically changes jobs to "no charge" when an estimate is sold on the job, eve...

Resolved! Is there a way to set up an automatic reply to customer chats for non-afterhours?

We have an automatic reply set up for after-hours, but I was wondering if there's some sort of temporary automatic reply we could set up for holidays that fall during our usual operating hours?

Phone call Job type

We have a job type for Phone Call Follow Up, meaning a physical visit is not necessary, just a phone call is needed. The issue with having it be a job type is that it must get dispatch and arrived to close out completely, or else it will be left in t...

Recurring Service "From Date" Not Saving since Update

Since the update, the Recurring Service appointments are not saving the "from date" unless you click the date on the calendar. If you type in the date without clicking it on the calendar, even when its properly formatted.

Resolved! outbound call recording

Record outbound calls before entering info: It would be great to be able to record an outbound call before adding customer information. We often get after hour calls from our call center where the customer is leaving a number an declines to leave all...

ServiceTitan Community

Posts

Resolved! No Charge/Non-Opportunity

Follow Up Button Needed

Resolved! Follow Up Button needed

Resolved! "Manual Calls" Not Recording

Actions that automatically close the phone call bubbles

Stop Automatically Converting Jobs to No Charge After Sold Estimate?

Resolved! Is there a way to set up an automatic reply to customer chats for non-afterhours?

Phone call Job type

Recurring Service "From Date" Not Saving since Update

Resolved! outbound call recording

Easily Searching Dismissed Leads NOT Attached to a...

Assigning Customer Number with less than ten digit...

Webinar On-Demand: Turn Your Call Center into a Pr...

Live Webinar: Turn Your Call Center into a Profit ...

Recurring Service "From Date" Not Saving since Upd...

Adding new locations - Based in Canada

Appointments

How do you guys notify your techs of a new Job?

Recurring Service Events

Editing/Deleting Notes on Customer & Location Page