Is there a way to attach a chat to a specific job after the initial text?

novabase
New Contributor II

When a customer chat has been initiated from the customer page and later you need it to be attached to a specific job, is there a way to do that? 

Also I think it would would be beneficial to just have a chat section with all chats on the customer page under calls.

2 REPLIES 2

jbhvac0
New Contributor III

If you post this as an idea, please share the link. I would vote for it!

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Unfortunately, no â˜šī¸ All the chats with a customer are stored within their text chain (by clicking on the blue chat bubble). I totally see why this would be helpful, though! Consider posting it as a an idea in the Ideas portal! 

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Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert