Booking Confirmation
It would be really nice if we could specify the booking confirmations. We do a lot of different jobs in the pool business so customers get confused on what we are coming out for with the generic booking confirmation.
Posts
Dismissed Booking
It would be nice to be able to undo a dismissal of a booking. My company requires payment up front so when they pay the same time they book and we dismiss it, we do not know where that money goes. Also some people do make mistakes and then a customer...
Notifications from Techs texting CSR back on Dispatch Board
We are constantly texting our technicians through the Dispatch Board. A nice feature would be for us to somehow get a notification that stands out on the Dispatch Board when the technician texts us back. With so many techs that are constantly dispatc...
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...
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 ...
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...
Auto fill when texting through the chat option
Wouldn't it be nice to have any commonly used words/names be auto filled when sending a message to a customer through the chat option?
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?
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...
