Call Booking

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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
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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
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  • 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
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  • 1 replies
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Resolved! outbound call recording

Record outbound calls before entering info: It would be great to be able to record an outbound call before adding customer information. We often get after hour calls from our call center where the customer is leaving a number an declines to leave all...

Call Recordings

Suggestion:When listening to phone calls can you make it so an employee can only listen to their own recordings while management can listen to all.

shawndun by New Contributor
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  • 1 replies
  • 4 kudos

Overhall the schedule calendar

We have been working on a way to utilize our salesman's schedule. Currently we are using outlook to do so but would love to get rid of outlook as our calendar app and utilize service titan. It looks like as though there are some good bones in the sch...

jruthafo by New Contributor
  • 1886 Views
  • 0 replies
  • 5 kudos