Call Booking

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...

chtmatthew by New Contributor II
  • 1229 Views
  • 2 replies
  • 0 kudos

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...

MirandaMel by ServiceTitan Certified Administrator
  • 2950 Views
  • 5 replies
  • 1 kudos

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...

DavidRFW by New Contributor II
  • 1228 Views
  • 2 replies
  • 1 kudos

**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...

Screenshot 2023-10-16 142032.png Screenshot 2023-10-16 142138.png Screenshot 2023-10-16 142151.png
RandiThompson by ServiceTitan Certified Administrator
  • 2541 Views
  • 4 replies
  • 7 kudos

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
  • 1504 Views
  • 1 replies
  • 0 kudos

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
  • 2676 Views
  • 5 replies
  • 0 kudos

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
  • 1159 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...