We are currently switching over to ServiceTitan from another CRM. 80% of our business comes from the Home Depot Service Provider program. We are looking for any and all tips for configuring things to work as efficiently as possible! Currently, we are...
Hey everyone,I wanted to share how we use the Adjustable Capacity Planner (ACP) in ServiceTitan, especially since our business measures productivity by calls per technician rather than hours. I hope this helps anyone looking for a different way to ut...
I had an issue where someone was able to select job type that isn't associated with a business unit. Basically, I have a form that triggers based on a specific job type. That job type is limited to a specific business unit. For example:Business Unit:...
Is there way to get back booking id or other information about the booking created through the ServiceTitan web scheduler widget on our own website? Basically a way to know what booking is created on ServiceTitan through the widget on our own applica...
I recently been answering phone calls for our CSR and was wondering if there was any way to link an incoming call to an existing job. A lot of the phone calls were regarding jobs that were booked but I was not sure how to link that call to the booked...
Does anyone know if there is a way to make the "assign technician" field required for booking a job? We're running in to lots of issues of missed appointments because a tech wasn't assigned. All of our jobs get assigned to a tech so the "unassigned j...
H! there!My name is Daniel and I'm a user experience researcher at ServiceTitan.You might remember seeing a post from me asking for study participation on CCP last month (or even for other products).This time, I have a quick follow-up study to that r...
Our outbound calls was turned on this morning, we did not realize this was automatically set to "off". We chose the outbound greeting for customers. We have tested this and it is still not active. How long does this take to go into effect?
Hello! Has anyone else ran into the issue where incoming web bookings do not put the synopsis of the appointment into the job summary field ever when creating a service job in the last few days? I'm trying to figure out if it's something on our end, ...
Since the new release, we keep having this box pop up when we are trying to book a call. There is no way to get it to go away and it partially covers the Job Summary and Tags. Has anyone else had this happen? Have you figured out how to get rid of it...
