Posts

Transfer Outbound Calls

I wish we could transfer calls that we make, it makes it a process when you have to tell a customer that the technician will call them, and then have to let the technician know. Rather than just being bale to transfer.

DesirayB by New Contributor II
  • 1532 Views
  • 5 replies
  • 1 kudos

Wish list for chats

Howdy! I Wish that we were able to bulk delete Chat's from the Calls Tab. Maybe we could implement that! I have over a year worth of chats that were never "closed" properly and I need to clean that up in a more efficient way then clicking into each i...

mmadwelch by New Contributor
  • 706 Views
  • 1 replies
  • 3 kudos

Delete Custom Fields

Is it at all possible to delete a "deactivated" custom field? And if yes, how do you go about doing it? I do not see any options to delete them. We are getting a lot of the custom fields piling up that we never use. I was looking to consolidate that ...

JustinC by New Contributor II
  • 1251 Views
  • 3 replies
  • 0 kudos

Marketing Campaign on Job Booking Screen Greyed Out

Hey fellow Titans! We have Marketing Campaign as a custom field on our job booking screen and lately whenever I am booking a call, the box is greyed out and I can't change it unless I book the job and go back in and edit it. Has anyone else dealt wit...

Miranda by ServiceTitan Certified Administrator
  • 1756 Views
  • 4 replies
  • 1 kudos

Alert - Capacity Planning was not used

I think it would be helpful if we had an option to create alerts when capacity planning is not used. We find ourselves becoming overbooked due to jobs not being booked with capacity planning / Get Availability. If an alert is not an option would crea...

Parent/child customers

We are new to ST. Our Go Live is on 7/13 and I am semi freaking out. 1 of the features we currently have with out software is the ability to have Parent customers and child customers. I am being told that ST does not offer this feature. For example, ...