Call Booking

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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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  • 2 replies
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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...

Resolved! Booking jobs outside of service area

This might be a dumb question, but if we get a customer call that comes from outside of our service area, is there a way that the CSR can know almost right away whether or not we can service them? That way we're not taking down all of their info, fil...

jheward by • New Contributor II
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  • 11 replies
  • 0 kudos

Call Info Lost During Transfer

Anyone else think some sort of autosave function is valid with call taking / call bubbles? As it stands now, if a job booking in process has to be transferred to another employee, and that second employee takes over the call bubble, all of the inform...

sandraw8 by • New Contributor II
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  • 2 replies
  • 0 kudos

All The Different Phone Numbers

Interested in knowing what everyone does for their multiple phone numbers as I have not memorized each one. For example: If i leave a message for a client I tell them to call back our "main number" instead of the Google tracking number that they orig...

mirdesch by • Contributor II
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  • 3 replies
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