Call Booking

Posts

Outbound Calling

Good morning everyone!I am looking for feedback on how early you start your outbound calling? I have a hard time thinking of myself as the customer, I would not like a call or a text at 8am in the morning. I think 9 is still a little too early. Your ...

Seeing the tags

Hi there, When booking a call we don't always see the tags next to the person's name or if there are more than one (like the one that is attached to this (there is a billable tag that you don't see on this screen). How do you get this so we can see t...

Calls Screen.png

Easily Searching Dismissed Leads NOT Attached to a Location

Hi, all! So we've been trying out using Leads to keep track of incoming calls instead of our previous solution, but now we're coming to issues when a Dismissed Lead calls back in, and we can not find the original Lead.If the Lead is left OPEN & is no...

dollhouse by New Contributor II
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Flashing notes

Can we get it to where a note flashes or comes up when trying to book a call? That way the dispatcher that is booking a job sees the note that has been pinned or set to flashing.

tracy_at by New Contributor
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Call Issues within ST

Hello! We are having issues with the call feature in ST. We are unable to answer the call, it only really alerts us for a very short window, and then we are unable to call out from ST. Our main provider is Zoom VoIP. Is anyone else having these issue...

RandRefrig by New Contributor II
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Arrival Window Restrictions

Good morning!There was a post on Masterminds today about Arrival Window Restrictions. I played around with it but it doesn't seem to actually do anything. I searched the KB and didn't find anything there. Anyone know much about this?

MirandaMel by ServiceTitan Certified Administrator
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Unassigned jobs

We have noticed that unassigned jobs do not always move forward each day. We do not check them daily and found some lost since they didn't move forward from January. Are there any settings we need to change?

Text Expander

https://www.youtube.com/watch?v=k9K5ZcDwPzo Is anyone currently using this program? Wondering if the return on investment is worth it. Also curious as to how much quicker this process is rather than having a document of templates that the CSR can cop...

michelle54 by New Contributor III
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Resolved! Recurring Service Events

Is there a way when you are in the chat section and booking a recurring service event for the job details to automatically be entered (pop up) instead of having to enter it all in? Hope that makes sense.

ST Chat feature.

We use the chat feature to reach our customers extensively. Would find it extremely helpful if there was a feature to select numerous texts at one time to close them out instead of opening each individual text to close.