03-09-2023 12:59 PM
It would be so great if Service Titan had a feature where we could enter in phone numbers to call out to, to try and gain new customer without creating a new customer profile. We are not even sure if we can get the person to sign up with us and would have to make a bunch of useless accounts if they are not going to be used. It is not time friendly to create accounts with only knowing the phone number and possibly a name. We end up using our office address for this right now, and then go back later through customer list to deactivate the accounts.
I have thought that maybe one dummy account could be used, but still not very useful in the long run.
03-13-2023 05:46 AM
You may want to drop this into ideas!
03-09-2023 01:10 PM
We do the same thing and would love to have this option for some of our vendors. We also want all our calls to be recorded and they can't be unless we call through ST.
03-09-2023 01:04 PM
That would be awesome! Looking forward to someone hopefully having a resolution LOL