Call Booking

Esign & Office Staff

Needs Up Votes, pleaseWe serve a community with a high number of rentals, Airbnbs, VRBO etc where the owner lives off site or out of town. We would like the office staff to send the invoice acknowledgements to property owner for a esignature and when...

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?

Resolved! 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...

ServiceTitan Community

Posts

Esign & Office Staff

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

Resolved! Chat group

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

Office Staff Performance Based Pay

Home Depot Service Provider + Service Titan

Using Adjustable Capacity Planner (ACP) for Call-B...

Getting booking id or booking information after bo...

Outbound Calls Not Recorded

Business Unit and Job Type Limits Not Being Honore...

Chat group

Offering to put credit card on file

Dialpad - Missed and drop call

Adding new locations - Based in Canada