Posts

Resolved! Adding a manager email to every job automatically

One of our field managers would like to know if it would be possible to add his email to every single job that we book. This way, when he is out in the field, the technician can send the email with the estimates to him so he can see them easier than ...

tlevings by New Contributor
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  • 3 replies
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Resolved! Correcting Cancelled Call Reason

Please review and vote on this,Problem: Our company wants to reduce the cancelled job volume. To do this we need to be able to accurately analyze the cancelled call data. Whenever a call is cancelled it is assigned a reason. If the reason is incorrec...

Abandoned Calls

When on the Dashboard, do you go to Call Metrics or CSR Metrics to find the Abandoned Calls that need to be reclassified? There seems to be some confusion in our office, and I would like to get confirmation. I have been going to CSR Metrics, then Aba...

Karen_Wil by New Contributor II
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  • 1 replies
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Resolved! Reclassifying Calls

When reclassifying calls, we have noticed that some of our classified calls are listed in the Review tab on our dashboard scorecards. Has anybody else noticed this? What is causing this to happen? If we have already classified the call, why does ST d...

Karen_Wil by New Contributor II
  • 2102 Views
  • 3 replies
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Dialing out of state

Question. Not sure if anyone has this issue. We are based in California, but we have a branch in Utah that we manage from here. We are integrated with Dialpad. As many of you know when you need to call a customer here all you need to do is click to c...

mariav by New Contributor II
  • 2133 Views
  • 4 replies
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Resolved! Verifying Addresses

Is there a way to limit the area where address are verified to our state? I sometimes get address from two or three different states and it takes time to sort thru them or go back and add the , and the city to get the correct address. Our company is ...

tracy_c by New Contributor II
  • 1449 Views
  • 1 replies
  • 1 kudos

Custom Fields

As I have been learning about the custom fields, I've learned how to add custom fields to certain areas, but would love to be able to customize our call booking screen to delete/deactivate the Start Time & Priority, which I've been told are Service T...

RebeccaSantiago by ServiceTitan Certified Administrator
  • 1666 Views
  • 1 replies
  • 2 kudos

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
  • 2108 Views
  • 3 replies
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