Posts

Green Call Bubbles

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...

MirandaMel by ServiceTitan Certified Administrator
  • 1278 Views
  • 2 replies
  • 0 kudos

Customer Page-adding Phone #s

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...

klukas by New Contributor II
  • 1358 Views
  • 4 replies
  • 1 kudos

New Job Booking update

Howdy everyone!So, as most of you already know, last night there was an update that changed things around on the Job Booking screen.My 3 dispatchers are not happy with the change as it makes things harder for them now, not to mention the area is smal...

ssiegfri by New Contributor III
  • 653 Views
  • 1 replies
  • 1 kudos

Customer name field

Wish Titan allowed more than one name field, so we could have both initial customer and their SO's name clearly in the Bill To screen.

CJackson by New Contributor III
  • 579 Views
  • 1 replies
  • 1 kudos

Update Glitches Call Booking Screen

Our office users are struggling since the recent update. We're on phones pro and when they update customer info or create a new customer file the page refreshes and the call goes quiet for 10-15 seconds and it's so clunky and unprofessional for us to...

AnnaMcKay by New Contributor II
  • 539 Views
  • 1 replies
  • 0 kudos

Customer Portal

Is there a customer portal link that I can add to text messages when I send reminders to the customer to be able to click and schedule their own maintenance through that link?

Alupis by New Contributor II
  • 1426 Views
  • 3 replies
  • 1 kudos

Whole page refreshing on iPhone

So on weekends I don’t have anyone in the office. The weekend technician has a cellphone that rings and he books his own calls, however we do get web requests over the weekend from customers requesting an appointment for Monday, usually I’ll open the...

chtmatthew by New Contributor II
  • 875 Views
  • 2 replies
  • 0 kudos

Resolved! Reclassifying abandoned calls issue

When I reclassify our abandoned calls, I have a person in the drop down list that isn't an active person in our Employee database. Does anyone know where else I need to look to deactivate this person? Or is this a glitch that I need to reach out to s...

MirandaMel by ServiceTitan Certified Administrator
  • 2208 Views
  • 5 replies
  • 1 kudos