Call Booking

Copy and paste problems

When booking in a call, I like to copy and paste exactly what the client said sometimes from their chat message or their email. I've noticed that for the past few weeks I haven't been able to do this. When I try to paste it into the job summary, it j...

Call Bookings Data

What is the best report to identify the total number of jobs booked. I can identify how many jobs dispatched by business unit but I cannot get an accurate number of jobs booked prior to any cancellations which obviously exists. I can due without this...

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...

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...

Resolved! Limit office personnel from scheduling specific technicians

We have some people in the office who should be limited to who they can assign to jobs such as managers. For example, new office people may not know that they cannot book the service manager for just any service call.

Help! Customer record is not showing up in the job booking screen.

I discovered an issue this morning where a customer is showing up in the general search feature but not when searching in the call booking screen. It is not coming up under their name or their address. I tried reaching out to support but have been di...

Is there a way to be able to trigger all the jobs I have booked

to have the calls just trigger you so that you do not loose what you have done?

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?

Adding in New Customers on Call Booking pop-out doesn't save changes

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...

Job 'Due Dates' Not Showing Accurately When Pulling from Reoccurring Services via Follow-Up

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...

ServiceTitan Community

Posts

Copy and paste problems

Call Bookings Data

Call Glitch

Adjustable Capacity Planning Reports

Resolved! Limit office personnel from scheduling specific technicians

Help! Customer record is not showing up in the job booking screen.

Is there a way to be able to trigger all the jobs I have booked

Chat group

Adding in New Customers on Call Booking pop-out doesn't save changes

Job 'Due Dates' Not Showing Accurately When Pulling from Reoccurring Services via Follow-Up

Invoice Signatures Pop Up

Issues with Recurring Service Events on the Follow...

Online Booking Rates

Is there a way to condense Equipment listed on a c...

Job Type & Business Unit Fields on Job Booking Scr...

Offering to put credit card on file

Dialpad - Missed and drop call

Adding new locations - Based in Canada

Appointments

How do you guys notify your techs of a new Job?