05-22-2023 12:47 PM
Is there a way to make outbound calls on Service Titian?
I haven't found a way to make outbound calls to a number that is not a customer. Here are two scenarios in which I would need to do this.
If a customer calls, and we answer but the call gets disconnected before I get all of the information to build a customer profile (name/address).
If I have a missed call from someone not in our system.
How would I call these people back without adding them to the system (since the required information is unknown).
06-22-2023 09:30 AM
I have the same issue. I created an idea for the developers to look at. If you would like to go vote on it so they notice it, the link is here: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4100
05-22-2023 01:04 PM
Right now there is no way to do this but it has been suggested and is under consideration. We have a Test Customer profile that we put numbers in and other info if needed for these scenarios.
06-01-2023 07:27 AM
Yep, we also do this! We have a dummy customer called "missed call" that we use and then we reclassify the call to the actual job once we have one booked in 🙂
05-23-2023 09:46 AM
We have a dummy customer as well! That's the only workaround that I know of.
06-22-2023 09:31 AM
I have the same issue. I created an idea for the developers to look at. If you would like to go vote on it so they notice it, the link is here: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4100