Posts

Week Prior Customer Reminder Notifications

YES! This is so needed within Service Titan. The day prior many customers knee jerk and reschedule as they didn't plan. A week prior reminder, then the day before is perfect especially for us that schedule out our PMP's a year in advance. Please cons...

buzzneil by ServiceTitan Certified Administrator
  • 242 Views
  • 0 replies
  • 2 kudos

Double and triple Maintenance - overbooking issue

Hello, We end up overbooked because our CSRs will book double or triple maintenance, but it only allows them to use one 2-hour window to book the call. We then do not have the space to stretch that call out to 2 windows to give the technician ample t...

lmacneil by New Contributor
  • 562 Views
  • 5 replies
  • 3 kudos

Arrival Window Restrictions

Good morning!There was a post on Masterminds today about Arrival Window Restrictions. I played around with it but it doesn't seem to actually do anything. I searched the KB and didn't find anything there. Anyone know much about this?

MirandaMel by ServiceTitan Certified Administrator
  • 387 Views
  • 2 replies
  • 0 kudos

Adjustable Capacity Planning Reports

Happy Friday! I am wondering if there is a report, or a way to make one to summarize any overrides used when scheduling with Adjustable Capacity Planning. I know it shows in the job history notes itself. But I was hoping there was a way to access thi...

michelle54 by New Contributor III
  • 789 Views
  • 3 replies
  • 1 kudos

No arrival windows?

Hey everyone!We're exploring the option of removing arrival windows and just booking clients for a specific day. Our current arrival windows are 8-10 and 1-5. Does anyone currently not use set arrival windows? If so, what are the pros and the cons? I...

TamCSR by ServiceTitan Certified Administrator
  • 819 Views
  • 4 replies
  • 0 kudos

Seeking Best Practices for Scheduling Service Calls

Hope y'all are doing great! So, here’s the deal. We're trying to up our game with how we handle our HVAC/plumbing service calls, and we could use some pointers from you wise folks.Here’s How We Roll Now:The superstars at the front desk (our CSRs) slo...

AlexPhylactou by ServiceTitan Certified Administrator
  • 963 Views
  • 2 replies
  • 6 kudos

Scheduling Assistant

Just looking to get an idea on the opinion of the Scheduling Assistant tool. How useful has it been for users? Would you recommend it?

Resolved! Schedule Assistant/ Get Availability

Question!!! When I make an attempt to use our "Get availability" button when booking a call for a arrival window all I get is date with empty white boxes and no further information? Am I not seeing something correctly or is this how it is supposed to...

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BayleeR by ServiceTitan Certified Administrator
  • 2017 Views
  • 3 replies
  • 0 kudos