Call Booking

Posts

Start a discussion

Resolved! Adding Equipment

Is there no way to add equipment to a Booked Job once it has been booked?It is super easy to forget to add the equipment. We should be able to Edit the job if we do forget, or if we are waiting to hear which piece of equipment it is.

asvchesa by • New Contributor III
  • 5140 Views
  • 8 replies
  • 0 kudos

Issues With Following up and Leads

We are experiencing soooo many issues with creating follow ups and converting them simply because there is no way to attach follow ups to customer files. If a tech asks us to call someone for a replacement opportunity and the customer doesn't pick up...

Naomih by • New Contributor II
  • 2958 Views
  • 4 replies
  • 2 kudos

Booking a job off a sold estimate

We are trying to book a return job to complete sold estimate work. Sometime it provided options to select certain items to book the job from, and other times we can not select anything. How can I get those jobs booked so they are linked to that sold ...

dphilcox by • New Contributor II
  • 4946 Views
  • 8 replies
  • 2 kudos

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
  • 2942 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
  • 2211 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
  • 2188 Views
  • 2 replies
  • 1 kudos
Top Kudoed Authors
View all
ServiceTitan Academy Knowledge Base Community
© 2024 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2024 Khoros, LLC