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.
Posts
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...
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...
ST Research - Short follow-up study on Contact Center Pro (CCP)
H! there!My name is Daniel and I'm a user experience researcher at ServiceTitan.You might remember seeing a post from me asking for study participation on CCP last month (or even for other products).This time, I have a quick follow-up study to that r...
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?
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...
Summary or job tag
Curious as to how others are logging information, whether you are choosing to put information in the job summary field or if you are using job tags. At this moment we are choosing to keep our job tags simple only for the fact that it is newer to our ...
Issues with Recurring Service Events on the Follow Up screen
Good afternoon, all! My call center utilizes the Recurring Service Events tab under Follow Up. Recently, as soon as we begin typing in the Summary box after putting in the booking information, the screen will refresh and bring us back to the Job Scre...
