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
  • 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
  • 3 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
  • 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
  • 3 replies
  • 0 kudos

Resolved! Arrival Windows

Has there been any thought to creating an arrival window labeled first call. So many companies only guarantee the first call of the day which is a set time. Can we create an arrival window label first call instead of an actual time or is there a work...

Jimb1979 by New Contributor II
  • 5 replies
  • 2 kudos

Phone call Job type

We have a job type for Phone Call Follow Up, meaning a physical visit is not necessary, just a phone call is needed. The issue with having it be a job type is that it must get dispatch and arrived to close out completely, or else it will be left in t...

cfalone by ServiceTitan Certified Administrator
  • 1 replies
  • 0 kudos