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?
The issue being experienced is in regards to filling out information to
add a new customer in to the system during call booking.If I add a
customer's name, address, and phone number (usually the one the call
came in on) to the initial appropriate fie...
Something I'm working with support on, but I don't know if it will ever
make sense without being able to show them. So I figured I'd try and
explain our problem here, see if anyone else is experiencing the same
thing, and/or has found a workaround/so...
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...
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...
Hey everyone!We're exploring the option of removing arrival windows and
just booking clients for a specific day. Our current arrival windows are
8-10 and 1-5. Does anyone currently not use set arrival windows? If so,
what are the pros and the cons? I...
We have had several issues with our phones pro in Service Titan kicking
our calls into calling disabled. We can have the window fully available,
screen refreshed, just watching our screen, and a call will come in and
phones pro will kick us to the ca...
I have one CSR that sees everyones call bubbles on her screen (she has
not answered or transferred these calls). We use Phones Pro and no other
CSR's nor myself can see all the calls on the job booking screen like
she can. Am I missing a setting bein...
I am using the older version and with the recent update, I am not able
to add contact information on the customer page. When I am on the Edit
customer page, I click Edit Contact Methods and it kicks me back out to
the customer page. Is there a correc...
