Call Booking

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...

Issues with phone calls being kicked into calling disabled

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...

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...

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...

CSR's are confirming jobs verbally, but I don't see it booked on the schedule?

To be clear - I only classify the calls, so I do not know the proper workflow beyond a few videos I watched. But I'm finding that our CSR'S will add a new customer to the system, then they will confirm a date & time with a person, yet I cannot find a...

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...

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.

ServiceTitan Community

Posts

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

Transferring equipment

Calendar / Schedule tab

No arrival windows?

Issues with phone calls being kicked into calling disabled

Green Call Bubbles

Customer Page-adding Phone #s

CSR's are confirming jobs verbally, but I don't see it booked on the schedule?

New Job Booking update

Customer name field

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

Invoice Signatures Pop Up

Cancellation List

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

Chat group

Offering to put credit card on file

Dialpad - Missed and drop call