Posts

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...

michaela1 by New Contributor
  • 1046 Views
  • 1 replies
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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!

lizb by ServiceTitan Certified Administrator
  • 1562 Views
  • 5 replies
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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 ...

MirandaMel by ServiceTitan Certified Administrator
  • 675 Views
  • 1 replies
  • 1 kudos

Texting a customer

Hello,When we provide services to a customer sometimes we have to contact them via text. I feel as if there should be a, update that allows you to enter and have spaces in between. This would make it look much more professional and not jumbled all in...

Second Chance leads

On the SCL screen, the call details only gives two options "dismiss call" or "call customer back"...when you dismiss the call, you only get two options "It's not a lead" or "It's a lead, but I am not going to follow up". We have SCL's that we have fo...

MirandaMel by ServiceTitan Certified Administrator
  • 639 Views
  • 2 replies
  • 1 kudos

Outbound Calls

It appears to me the CSR Metrics Scorecard on the Modular Dashboard is only tracking inbound calls. How can we track the # of outbound calls made each day? Can this be added to the scorecard? Also, we want to see how many jobs we're booked from outbo...

mdrake by ServiceTitan Certified Administrator
  • 2095 Views
  • 6 replies
  • 1 kudos

Seeking Best Practices for Scheduling Service Calls

Hope y'all are doing great! So, here’s the deal. We're trying to up our game with how we handle our HVAC/plumbing service calls, and we could use some pointers from you wise folks.Here’s How We Roll Now:The superstars at the front desk (our CSRs) slo...

AlexPhylactou by ServiceTitan Certified Administrator
  • 970 Views
  • 2 replies
  • 6 kudos

Attaching Notes to Reoccurring Service Events

It would be very helpful if there was an option to attach note to reoccurring service event when notating the location page. We have reps that outbound for maintenance appointments ( reoccurring service events) and by notating the location page vs go...

*Vote for this?* ***BUG***

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4807Anyone else notice that when linking a call recording to a job/setting an abandoned call as "a job was booked for this" that the campaign does not update? Specifically schedule engine boo...

snwagner by New Contributor II
  • 1252 Views
  • 2 replies
  • 2 kudos

Conditional Logic for Custom Fields

I know that conditional logic is available in forms. I'm wondering if anyone else would find it helpful to have conditional logic applied to custom fields for dispatchers. This way you can have a scripted questionnaire for your CSRs to follow that do...

josh_bab by New Contributor II
  • 1038 Views
  • 2 replies
  • 2 kudos