Is there a way to make outbound calls on Service Titian?

mmedina02
New Contributor

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). 

5 REPLIES 5

Mark_Bosch
New Contributor II

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

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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.


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

Bremease
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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 🙂

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We have a dummy customer as well! That's the only workaround that I know of. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

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