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Posts

Summary or job tag

Curious as to how others are logging information, whether you are choosing to put information in the job summary field or if you are using job tags. At this moment we are choosing to keep our job tags simple only for the fact that it is newer to our ...

Online Booking Rates

We have noticed a decrease in our online booking rates as we get into our busier months, even after following up 3 times with the customer. What are your average online booking rates looking like per month or even per week?

jcarroll by New Contributor
  • 848 Views
  • 0 replies
  • 0 kudos

Resolved! Offering to put credit card on file

Does anyone have a set spiel that they have their dispatchers use to offer to put a customers credit card on file? Also to ask how the customer will be paying before the tech goes to site?thanks!

Job Type & Business Unit Fields on Job Booking Screen

If we accidentally click in the box but aren't ready to select a job type or business unit, can you make it so we can clear the field? The other fields that are set up to populate based on these choices create confusion and extra work to correct. For...

pldismai by New Contributor
  • 729 Views
  • 0 replies
  • 2 kudos

Week Prior Customer Reminder Notifications

YES! This is so needed within Service Titan. The day prior many customers knee jerk and reschedule as they didn't plan. A week prior reminder, then the day before is perfect especially for us that schedule out our PMP's a year in advance. Please cons...

buzzneil by ServiceTitan Certified Administrator
  • 1119 Views
  • 0 replies
  • 2 kudos