Posts

Call Glitch

Good morning,I've had two glitches happened on Service Titan regarding calling the customer from the portal. The first time happened yesterday. I clicked on the job, then clicked call customer but Service Titan connected me to another customer. Appar...

AD52 by New Contributor
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Adjustable Capacity Planning Reports

Happy Friday! I am wondering if there is a report, or a way to make one to summarize any overrides used when scheduling with Adjustable Capacity Planning. I know it shows in the job history notes itself. But I was hoping there was a way to access thi...

michelle54 by New Contributor III
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Chat group

I have three customers in the same neighborhood that we are wanting to schedule the same day for service. It would be easier if I could group chat them in service titan. Is this possible?

lnorse5588 by New Contributor III
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Transferring equipment

Has anyone dealt with this. When we have a existing home we worked in, then it is purchased by a new owner, how can we move the existing equipment from the old owners to the new owner so as to protect the privacy of the old owner but get at least wha...

george_p by New Contributor
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Calendar / Schedule tab

Right now, when a technician is taking vacation or a day off, I go to the dispatch board and enter a event. This shows on my dispatch board. I also go the technician shift tab and make a day off there. But doing both of these steps does not reflect o...

lnorse5588 by New Contributor III
  • 379 Views
  • 1 replies
  • 1 kudos