Call Booking

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dispatch Notifications

Hello,I am having a problem that I am hoping you can help me with. For the dispatch notifications we are able to let customers know when we are on the way, which is great btw. But one thing I have notice that is causing a problem is when a tech goes ...

laulauga by New Contributor
  • 3116 Views
  • 5 replies
  • 0 kudos

Replies to Appointment Reminders

Where do I find appointment reminder replies from customers who: 1) TEXT back to our appointment reminder sent via ST? We currently have the chat feature turned off, do we need to turn it on? If so, what is the impact of turning the chat feature on?2...

vtadros9 by New Contributor II
  • 3128 Views
  • 4 replies
  • 0 kudos

Schedule Assistant - Drive Time & Miles Caluculation

Hi - is anyone else experiencing issues with Schedule Assistant not calculating the correct drive time and miles? I checked the address on the job I was booking and the job before it and neither one was needing an address validation. It's either over...

kdaggett by New Contributor II
  • 1686 Views
  • 1 replies
  • 0 kudos

Top 5's for CSRs and Dispatchers should review

Not in anyorder and I would love to hear what you have your team read/watch: The Fred Factor by Mark SanbornHow to Win Friends and Influence Others by Dale CarnegieWebinar from ST: How to Increase Call Booking Rates: https://www.youtube.com/watch?v=B...

mquigley by ServiceTitan Certified Administrator
  • 1392 Views
  • 1 replies
  • 4 kudos

2nd Line for Contact

We are used to having a 2nd line for Contact information especially when dealing with a Commercial Property. The Location &/Or Billing will Read:Company Name: ABC CompanyCustomer Name: Michael JordanThis way you can search for a customer name not jus...

Custom Fields Assigned to a Specific Business Unit

Hi, I was reaching out today as I was trying to create some required "Custom Fields" and assign them to just our call center business unit. Unfortunately, ServiceTitan doesn't have the ability to assign the Custom Fields to a specific business unit. ...

zjohnson by New Contributor
  • 1624 Views
  • 1 replies
  • 0 kudos

Recurring Service and Booking

I am looking for a way to book recurring services for one technician rather than pulling them out of the schedule tab one by one. I can set the preferred technician but this only saves 2 clicks per job. The service advisor I spoke with informed me th...

MylesMcGregor by ServiceTitan Certified Administrator
  • 1926 Views
  • 2 replies
  • 0 kudos

Custom fields on call taking screen

I wish that if a custom field was designated as both a job field and a location field, that when you populated it on the booking screen it would transfer to the location, then auto-populate on the booking screen on future calls. I shouldn't have to a...

JessicaSmith by ServiceTitan Certified Administrator
  • 2495 Views
  • 4 replies
  • 9 kudos

Arrival Windows with Schedule Assistant

Is it possible to use scheduling assistant when you use overlapping arrival windows? Do we need to change our windows? Currently, ST thinks that techs already have a job scheduled during that time if there's a job scheduled in overlapping window. Our...

vtadros9 by New Contributor II
  • 2286 Views
  • 2 replies
  • 0 kudos

Collect the Right Info on the 1st Call 📞

Hello Titan Fam! Do you sometimes struggle with your CSRs getting enough job related information before sending a technician out? We have a couple of tools in ServiceTitan that you can use to help your CSRs ask the right questions on the FIRST call. ...

BrittanyB
by Contributor III
  • 5373 Views
  • 6 replies
  • 12 kudos