Call Booking
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Posts

Resolved! Business Unit and Job Type Limits Not Being Honored

I had an issue where someone was able to select job type that isn't associated with a business unit. Basically, I have a form that triggers based on a specific job type. That job type is limited to a specific business unit. For example:Business Unit:...

rshultz by New Contributor II
  • 2277 Views
  • 4 replies
  • 0 kudos

SOP for using ST

Completely random question but does Service Titan offer up an SOP for using the system? Im starting to write some but it would be way easier if they already have a file in place.

JessicaT by New Contributor
  • 1984 Views
  • 4 replies
  • 3 kudos

Incoming Calls Regarding Existing Jobs

I recently been answering phone calls for our CSR and was wondering if there was any way to link an incoming call to an existing job. A lot of the phone calls were regarding jobs that were booked but I was not sure how to link that call to the booked...

Lou1368 by New Contributor II
  • 1026 Views
  • 1 replies
  • 0 kudos

Disable Custom Arrival Windows

Is there a way to remove the custom arrival window? I have one employee who, no matter how many times they have been asked, still places customers in their own windows.

How to require "assign tech" during call booking?

Does anyone know if there is a way to make the "assign technician" field required for booking a job? We're running in to lots of issues of missed appointments because a tech wasn't assigned. All of our jobs get assigned to a tech so the "unassigned j...

Outbound Calls Not Recorded

Our outbound calls was turned on this morning, we did not realize this was automatically set to "off". We chose the outbound greeting for customers. We have tested this and it is still not active. How long does this take to go into effect?

trhoades14 by New Contributor II
  • 945 Views
  • 0 replies
  • 0 kudos

Web Scheduler - Job Summary

Hello! Has anyone else ran into the issue where incoming web bookings do not put the synopsis of the appointment into the job summary field ever when creating a service job in the last few days? I'm trying to figure out if it's something on our end, ...

Invoice Signatures Pop Up

Since the new release, we keep having this box pop up when we are trying to book a call. There is no way to get it to go away and it partially covers the Job Summary and Tags. Has anyone else had this happen? Have you figured out how to get rid of it...

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Miranda by ServiceTitan Certified Administrator
  • 1095 Views
  • 0 replies
  • 0 kudos