Call Booking

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...

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...

Transferring equipment

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...

Calendar / Schedule tab

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...

No arrival windows?

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...

ServiceTitan Community

Posts

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

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

Transferring equipment

Calendar / Schedule tab

No arrival windows?

Getting booking id or booking information after bo...

Outbound Calls Not Recorded

Invoice Signatures Pop Up

Issues with Recurring Service Events on the Follow...

Online Booking Rates

Chat group

Offering to put credit card on file

Dialpad - Missed and drop call

Adding new locations - Based in Canada

Appointments