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...
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?
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...
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...
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!
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...
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...
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...
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...
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!
