ServiceTitan Community

I would like to know if there is a way to adjust the template for assigning new customers

I would like to know if there is a way to adjust the template for assigning new customers so that I don't have to uncheck notifications to email every time and then go to the billing screen to then check the box to send invoice by email. I want this ...

When we click a customers number and our phone rings and we answer it to be connected to the customer, is there a way to get it to ring to only our desk phone, instead of everyone's phone in the office? I placed a call and another CSR picked up the phone

Okay, I am now the Lead/manager for dispatching. i would like to know what are other company's doing to keep the drive time to the minimum. Right now when i look at our board drive time for the whole day is at least under 45mins.. "use to be longer ?"

Drive time was more close to 1hr, there are some techs that just live farther but need to be brought to town to have opportunities on the board and sales, i try to keep them close to the highway for those techs. What are other company's doing to make...

I would like to see a way to create an alert when a technician fills out the Wrap Up message to the team. Since we are not always watching the messages on the dispatch board, having the wrap up alert sent via SMS would make it easier to follow work flow.

Is there a way to change how the techs are ordered on the dispatch board? The default seems to be to list them alphabetically, but I can't find a way to change that.

Are there any companies out there who prefer not to give pricing over the phone? If so, any tips anyone can share on saving a call when asking for quotes / pricing over the phone?

Many times once an estimate is sold, parts need to be ordered. Parts can take anywhere from a few days to weeks to arrive. What is the best practice to book the sold estimate but not schedule it.

WHY DOES A JOB PLACED ON HOLD DISAPPEAR OFF DISPATCH BOARD

Tech selects HOLD for a job waiting for parts. It disappears from the dispatch board. Why? How do we resolve this so we can use HOLD but have the job maintain its position on the dispatch board until it can be addressed for rescheduling?

Is there a way to reach our entire database via text message? Similar to an email blast but obviously in 2020 people read text before they read emails