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!
Posts
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 ...
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...
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...
