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 ...
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...
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...
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...
Hope y'all are doing great! So, here’s the deal. We're trying to up our game with how we handle our HVAC/plumbing service calls, and we could use some pointers from you wise folks.Here’s How We Roll Now:The superstars at the front desk (our CSRs) slo...
It would be very helpful if there was an option to attach note to reoccurring service event when notating the location page. We have reps that outbound for maintenance appointments ( reoccurring service events) and by notating the location page vs go...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4807Anyone else notice that when linking a call recording to a job/setting an abandoned call as "a job was booked for this" that the campaign does not update? Specifically schedule engine boo...
I know that conditional logic is available in forms. I'm wondering if anyone else would find it helpful to have conditional logic applied to custom fields for dispatchers. This way you can have a scripted questionnaire for your CSRs to follow that do...
Hi, I would like to know if anyone has found a way to track any booked calls that do not have a call associated with it. We do a ton of online marketing and some we do not ever communicate by phone. I took a manual job but it will not show on my dash...
We are not receiving SMS / Text messages at all to our tracking numbers. We set up each of our Sales representatives to have a tracking number and when you create the tracking number ST asks if you want to allow "Incoming SMS" messages. We have this ...
