Call Booking

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Selective Call Classification

Being our techs can only listen to the phone call that is classified as the call that booked the job, the office needs to be able to select which call that is. For instance, a call is missed, CSR calls the client back and books a new job. Sometimes p...

Resolved! Business Units Linked to Zip Codes (Zones)

I have 3 Locations: CSV, SV, BR. Using Install Job Type as an example, we have Business Units aligned to this job type.Install - CSV Install - SVInstall - BRIf I choose Job Type: Installation on my job booking, I have the above 3 Business Units I can...

bradley_ by • New Contributor
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  • 3 replies
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3 Day Call Board

Does anyone have a good cost-effective solution for a auto-updating 3 day call board internally with Service Titan? I have seen a few dashboards but have not found something I am happy with that meets our needs and aesthetics of what we are currently...

Steveng by • ServiceTitan Certified Administrator
  • 3229 Views
  • 5 replies
  • 2 kudos

Customer Authorization Forms

My company has an authorization form that we require customers to complete in certain situations to be able to service that location; this is for landlord/tenants, buyer/seller situations, and commercial properties. The form basically gives us permis...

hannahka by • New Contributor II
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  • 4 replies
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Resolved! Spam Calls

Hey everyone,We are experiencing a lot of customers stating that we are coming up as spam when we are out bounding out of Service Titan. Does anyone know a way that we can update the out-going number so that it refreshes as a new number? Are you able...

Brente2992 by • New Contributor II
  • 2225 Views
  • 4 replies
  • 1 kudos

Resolved! Scheduling

It would be wonderful if Service Titan would create a way for people to block off certain technicians on certain days for things like vacation or Dr appts. and it prevent us from accidently scheduling that tech any way. I have created events from the...

KVM by • New Contributor
  • 2497 Views
  • 4 replies
  • 2 kudos

Good Better Best estimates from office

Is there a way to create a good better best estimate from the office without having to make three separate estimates. In the field I understand we can, but at this point the office is doing any estimating until the guys get more comfortable with ST. ...

Resolved! Multiple jobs on the same appointment?

Brand new, so I apologize if this has been answered elsewhere. We have several instances where a client would like to have multiple services done at the same appointment. For instance, we could have a tech that could be asked to clear a drain while h...

DebraDay by • New Contributor
  • 1440 Views
  • 2 replies
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Real CRM Company and Contacts

Many of us sell/work as Sub-Contractors to contractors or businesses that have multiple contacts within that customer category. It would be very helpful to have some real CRM capabilities like a Company Name and Multiple Contacts with contact informa...

dnichola by • New Contributor
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  • 2 replies
  • 2 kudos
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