Resolved! I accidently canceled an appointment
can someone tell me how I find an appointment that was possibly canceled by accident please?? I dont know if Tech support is open today and I want to get this fixed before Monday
Posts
HIGHLIGHTING "I will be done in approximately 15 minute" on Dispatch Board
When the Tech gives the heads up in the field that he will be done in 15-30 minutes with the ST button. It is very easy to overlook. People get busy on the phone or just tune out the computer notifications. Is there a way to make that notification on...
In Field Prescheduling
Hey Guys! We have been using Service Titan for about a year and are starting to look into setting up capacity planning. I have a couple questions to see if the community can help me out with on some things we do or may need to change. Question 1I hav...
Resolved! COMMUNITY-I-2192 Custom Reschedule Confirmation Messages
Some industries need to mass reschedule appointments due to weather etc. and currently there is no easy way to let customers know WHY the appointment was rescheduled, we only have the option to re-send a new confirmation.I would like to see a feature...
Job Screen
I thought it would be a good idea to be able to label phone # and Emails from the Job Screen instead of having to click over to the customer/location side.
DISPATCH AUTO SCROLL LEFT/RIGHT
I would like the auto scroll left/right option on dispatch board to be turned off. I have it set to view my working hours but when I change dates, it doesn't hold that view. I have also talked to other staff here & they would like to be able to have ...
Oh hold job question
Good morning, Is there any way to add a tag or flag a call with a different color when we put a call on hold? Cause I know I get busy and need to go back to jobs to order parts. If it was flagged some how that would be wonderful.
Resolved! Invoice Click on Job Details Flyout!
I love the new job details flyout, however there is no way to click into an invoice from the flyout, there is still multiple clicks to be done. Once I click the job, and get the flyout, I then have to click back out of the flyout, and right click the...
Dispatch Board Appearance and Notifications
There are a couple of things that would be great. The ability to change color or have a more distinct difference in color. Some of our Team have a hard time distinguishing between the light grey of non working hours vs the technician being off. This ...
Resolved! I'm new to Service Titan as a CSR where should I start? Any advice on courses?
I just started working at an Awesome HVAC company and wanted to see if anyone had some suggestions to videos or reading materials that could help me better understand ST and the Dashboard itself. Thank you to anyone that gives suggestions. Have a gre...
