Can ServiceTitan please make an update to give us the option of making it *required* for dispatch to select a technician when booking a job please? Our team, including myself, have made the mistake of booking a job without assigning a technician on a...
Currently, CSRs create a customer profile but must then navigate back into the location and customer account to add relevant tags. This extra step is often missed since it requires going backwards in the process.It would be extremely helpful to have ...
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...
