Call Booking

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Booking NEW CUSTOMER setup

Does anyone find it annoying that when you set up a new customer in the booking screen that the options for job notifications and marketing updates is a default option in this screen but not invoice/statement delivery?There should be an option at tha...

ken_w by • New Contributor
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Resolved! Booking Request Dismissed Alert

This relates to booking integrations (not calls) that come through the same call calls screen. We have integrated website leads to come into Service Titan as bookings. Unfortunately, there is nothing to prevent any user from dismissing a booking and ...

vha9215 by • New Contributor II
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  • 7 replies
  • 1 kudos

Resolved! Zipcodes when booking a call

Zip Codes - Is there a feature with Zipcodes?If we have zip codes assigned to our areas. Is there a feature with Service Titan when booking a call that is NOT in our zipcode that will alert us when booking a job?If not, won't this be a good way to ma...

deborah_6 by • New Contributor
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  • 1 replies
  • 2 kudos

Call Reasons

Hello! I'm curious to know how everyone has their call reasons set up.We're diving deeper into our call booking metrics and I'd like to hear/see what practices you are using.What call reasons are leads? Which are not?

heeaaath by • New Contributor
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  • 4 replies
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Ountbounders and thoughts

Just curious who here has CSR's that are strictly outbound callers? Right now, our CSRs are handling both and I feel like the out bounding is getting a bit neglected. If you do have out bounders, what does that role look like? What expectations do yo...

amandaz88 by • ServiceTitan Certified Administrator
  • 1841 Views
  • 3 replies
  • 2 kudos

Setting Alerts to Call Reasons?

So we are trying to streamline some of the Call Booking Processes to our lead dispatcher. we were trying to find a way that would set an alert based of the call reasons. As in , if someone in the office takes a customers call and they are unable to b...

user_f54 by • New Contributor II
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  • 1 replies
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Outbound calling with extensions

We're having an issue with outbound calling. Our desk phones have extensions, those extensions are programmed into the employee profiles, and it's not calling the extension. Any ideas?

JessicaSmith by • ServiceTitan Certified Administrator
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  • 4 replies
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CSR-taking a call for a job that is already booked

Wouldn't it be nice to be asked when taking a call from a customer that already has a job booked.... Do you want to tag this call to a job? Then even if the customer has multiple jobs with us I can choose which job I want just like i can in the aband...

titanz1 by • New Contributor II
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  • 3 replies
  • 4 kudos

Call screen

I was trying to book a customer. I put in their address, and nothing came up. Put in their names, and nothing came up. We have been out there several times. When I went to just create a new customer and hit save, it told me the customer address alrea...

ilenab by • ServiceTitan Certified Administrator
  • 2187 Views
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