Call Booking

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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
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  • 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
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  • 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
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  • 2 replies
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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
  • 3001 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
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  • 2 replies
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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
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  • 6 replies
  • 12 kudos

Fix Chat Contact Labeling

Currently, Service Titan uses the "Bill To" name of a given client to label any chat under that client.It seems painfully obvious when stated out loud, but it seems much more appropriate to refer to the "Contact Name" associated with the mobile phone...

araufman by • New Contributor
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Resolved! Link Preventative Maintenance Job to another job/Invoice

If we go out for a service call that then turns into us also doing the preventative maintenance for one of the upcoming visits a customer may have, is there a way to link the preventative maintenance that shows as still be needed to that exact job & ...

Resolved! Allow Service Titan Report to Access Who Closed a Chat

Hi! We are having an issue as of lately where Service Titan chats with customers are being closed before they are being responded to. We require our staff to be the last one to reply in a message so that we know it was resolved and who resolved it. I...

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