Call Booking
Looking for Support, Customer Success, or a Pro Product Specialist?
Visit our Knowledge Base to learn who to contact and how to reach them.
You can also submit and vote on Ideas to help shape the future of ServiceTitan. Check out the page for full details, including a breakdown of each idea status!

Posts

Start a discussion

Good Better Best estimates from office

Is there a way to create a good better best estimate from the office without having to make three separate estimates. In the field I understand we can, but at this point the office is doing any estimating until the guys get more comfortable with ST. ...

Resolved! Multiple jobs on the same appointment?

Brand new, so I apologize if this has been answered elsewhere. We have several instances where a client would like to have multiple services done at the same appointment. For instance, we could have a tech that could be asked to clear a drain while h...

DebraDay by • New Contributor
  • 2859 Views
  • 2 replies
  • 0 kudos

Real CRM Company and Contacts

Many of us sell/work as Sub-Contractors to contractors or businesses that have multiple contacts within that customer category. It would be very helpful to have some real CRM capabilities like a Company Name and Multiple Contacts with contact informa...

dnichola by • New Contributor
  • 2668 Views
  • 2 replies
  • 3 kudos

Existing Customers as a "Campaign"

when a previous customer calls in using one of our campaign numbers. Is there a setting we can use that when a previous customer calls in, that would automatically change the campaign to "previous customer"?

user_4588 by • New Contributor
  • 4998 Views
  • 5 replies
  • 0 kudos

Resolved! How are you scheduling calls?

We are currently using the arrival window booking system, (IE- "We have you all set up in our system with an arrival time of 9am-11am.") We want to move away from providing a time we will be heading out to the property. Does everyone on here provide ...

anthonyg1 by • New Contributor
  • 6957 Views
  • 7 replies
  • 0 kudos

Resolved! Forms on Estimate Vs Invoice

I have a form required for a specific job on estimates and again on invoices. Does this mean the technician will have to fill that form out twice or will the estimate form populate in the invoice form? We put it on the invoice in case they skip the e...

haleymcg by • New Contributor
  • 4573 Views
  • 3 replies
  • 0 kudos

Skills Process Gap

If you book a Recall, Lead, or Warranty the system won't pick up if a tech has the skill for the job type being selected. Skills is only useful in the call booking screen.

adeedo_w by • New Contributor II
  • 2000 Views
  • 0 replies
  • 0 kudos

Text Records on Customer File

Suggestion: Have a section on the customer's page that shows us what types of promotional messages have already sent to the client. Marketing pro allows you to quickly see what types of email notifications a client has been sent. Having this same fun...

ashleyed by • New Contributor
  • 2222 Views
  • 1 replies
  • 5 kudos

Resolved! CSR Downtime

What are your best practices for what your CSRs do when they are not on the phones? Thanks so much for your thoughts!

bfoster by • New Contributor III
  • 15349 Views
  • 15 replies
  • 2 kudos

Resolved! Call recordings attaching to the wrong accounts

Hi - can ST implement a fix that would prevent call recordings from attaching to the wrong customers account? What happens, is when an inbound call comes in, if the CSR was working on another customers account, the call recording attaches itself to e...

kdaggett by • New Contributor II
  • 6719 Views
  • 6 replies
  • 6 kudos
ServiceTitan Academy Knowledge Base Community
© 2025 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2025 Khoros, LLC