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...
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...
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...
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...
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...
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...
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.
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...
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| 11-26-2024 01:37 PM | ||
| 11-13-2024 07:21 AM | ||
| 09-16-2024 01:14 PM | ||
| 07-29-2024 07:42 AM |
