Call Booking

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...

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...

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 ...

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...

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! Commercial customer's biz was bought out, not moving locations. Should we change customer record?

We have a commercial customer who sold their business/was bought out. The old business will not legally exist any more, but the business isn't changing locations either, they've simply been absorbed by another corporation. We want to keep all previou...

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...

3 Day Call Board

Does anyone have a good cost-effective solution for a auto-updating 3 day call board internally with Service Titan? I have seen a few dashboards but have not found something I am happy with that meets our needs and aesthetics of what we are currently...

Customer Authorization Forms

My company has an authorization form that we require customers to complete in certain situations to be able to service that location; this is for landlord/tenants, buyer/seller situations, and commercial properties. The form basically gives us permis...

Resolved! Spam Calls

Hey everyone,We are experiencing a lot of customers stating that we are coming up as spam when we are out bounding out of Service Titan. Does anyone know a way that we can update the out-going number so that it refreshes as a new number? Are you able...

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