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?
Posts
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...
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...
Sharing idea again --> custom fields to trigger tags
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3463Trying to get some more traction on this one! Please go vote if it would be helpful!
Fall/Spring text reminders to easily book online using schedule engine integration
Wouldn't this be great.When sending out a fall maintenance reminder I am looking for the Service Titan system to allow customers to easily book their spring/fall maintenance from their phone.Using the Marketing Pro campaign it sends a text link to yo...
Bookings do not Autofill with Update
Before an CSR would grab the Booking, they would select “+ New Customer” and it would autofill all the information. Now it leaves it all blank resulting in the CSR needing to copy and paste all the information. This is step backwards. It adds steps a...
**PSA** for validating address after the update
This caught me off guard too and then it was explained to me. In order to validate the address when entering a new customer or location you just need to type the city in the "address" field then tab and you can hit validate address. Technically its t...
Update Inconvenience
After the recent update we now have to go to the customer location or bill to side to verify an address. It is a major inconvenice when you're putting in things like the customer address and have to verify the zip code with the customer every time be...
Address Verification
Bring back the address verification on the job booking screen!!!!!!! Why would you ever get rid of it? You now have to book a call and then go back and verify it. No bueno ST!
Recurring Services Selection
We use a variety of recurring services for things such as maintenance or duct cleaning. When I have marked the job type to require choosing a recurring service, it doesn't differentiate between the job types. I have had to disable the requirement to ...
