Posts

Overhall the schedule calendar

We have been working on a way to utilize our salesman's schedule. Currently we are using outlook to do so but would love to get rid of outlook as our calendar app and utilize service titan. It looks like as though there are some good bones in the sch...

jruthafo by New Contributor
  • 1177 Views
  • 0 replies
  • 5 kudos

Resolved! Home Sold

Question. Would like to know which would the correct way be to update a property that has been sold. Scenario.. customer sold home home. Have created a new customer account for the new homeowner have updated previous account from old homeowner to new...

kimpizer by New Contributor
  • 1452 Views
  • 2 replies
  • 0 kudos

Advance capacity planning

Hello all. Who is using advance capacity planning? I am trying to get ours up and running I have all of the configs done per my knowledge but my available hours does not change as I book calls. what is odd is it reports correctly to schedule engine a...

Chasec1 by New Contributor
  • 1191 Views
  • 2 replies
  • 0 kudos

Schedule Assistant Win!

Wanted to share this win from Schedule Assistant. We have been trying to really format our call screen to utilize schedule assistant because I think it will save the CSRs a lot of time on scheduling inspections in the future when there are few gaps. ...

Capture.PNG
reneem by ServiceTitan Certified Administrator
  • 1357 Views
  • 1 replies
  • 3 kudos

Schedule Assistant!

I am really pushing my CSRs to use Schedule Assistant more! It has been really helpful, but there are something that I think will make it quicker to use.https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-1980I would love to be able to set ...

reneem by ServiceTitan Certified Administrator
  • 1310 Views
  • 2 replies
  • 0 kudos

Tags for Locations under Customer Profile

It would be helpful if the tags on the customer profile would auto populate for each service location added under the customer profile when creating the new location. When adding a new location, it doesn't give you the option to add tags. Even after ...

Spam messages in Chat

Has anyone else noticed an influx in spam texts recently? I "blocked spam" on a bunch from over the weekend and my customer service manager tells me she's noticed a jump in the number we're receiving!

JessicaSmith by ServiceTitan Certified Administrator
  • 2562 Views
  • 5 replies
  • 0 kudos

Arrival Window Issues (showing each business unit)

All of a sudden, our arrival windows are now separated by business units. We did not change any settings. All window times are set to "All Business Units". Our arrival windows are the same, regardless of business units. Can we change this back to how...

vtadros9 by New Contributor II
  • 1202 Views
  • 1 replies
  • 0 kudos