ServiceTitan Community

When I change customer information that is already under another customers name-how do I not change all of the locations to a different customer

Is there any way to hold a call booking? We only book our appointments a few days in advance and advise any customers that call in that we will call them the day or so in advance before we are in their area again.

Is there a way to add multiple business units to a specific campaign to track locations?- specifically 8 different units

We are a Residential Service & Replacement, RNC with a medium size Commercial Dept. Our job type list and skills types are very long & random. Would anyone be willing to share what they are using for the lines of business listed above. Thanks!

Is there a way to add an end time field when booking a call?

Currently to put in an end time we have to schedule the appointment, open the job, turn off booking notifications, reschedule the appointment for the correct end time, turn on booking notifications and then send a booking confirmation.

We need to be able to add a "new" customer, and assign them an "old" location on the Call Booking Screen. This is happening often in our market.

The current process is cumbersome: Add Customer, create fake location, book call, change owner of "old" location, merge new and old locations, inactivate old owner There should be a way to assign an old location to a "new" customer from the Call Book...

We often find ourselves referring customers to others for a variety of reasons (out of service territory, not a service we provide etc) and I'm wondering if there is an integrated Rolodex type feature so we wouldn't be constantly looking these numbers up?

Hey everyone! I would love to know if there's any way I could create a form for clients to fill out and then text them that link? And hopefully that info can be transferred to ST and book an appointment automatically based on the date they choose?