Call Booking

Posts

Time Zone Selection from Call Booking Screen

We are a business that schedules service calls in two different time zones but our main office is in a different time zone from one of the locations. We would like to see a feature where we can set each business unit to have its own unique time zone....

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

Naomih by New Contributor II
  • 2771 Views
  • 4 replies
  • 2 kudos

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...

Naomih by New Contributor II
  • 2091 Views
  • 2 replies
  • 3 kudos

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...

RebeccaSantiago by ServiceTitan Certified Administrator
  • 2065 Views
  • 2 replies
  • 1 kudos

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...

cfalone by ServiceTitan Certified Administrator
  • 1663 Views
  • 1 replies
  • 0 kudos