Hello Titan Fam! Do you sometimes struggle with your CSRs getting enough job related information before sending a technician out? We have a couple of tools in ServiceTitan that you can use to help your CSRs ask the right questions on the FIRST call. ...
If we go out for a service call that then turns into us also doing the preventative maintenance for one of the upcoming visits a customer may have, is there a way to link the preventative maintenance that shows as still be needed to that exact job & ...
This might be a dumb question, but if we get a customer call that comes from outside of our service area, is there a way that the CSR can know almost right away whether or not we can service them? That way we're not taking down all of their info, fil...
Anyone else think some sort of autosave function is valid with call taking / call bubbles? As it stands now, if a job booking in process has to be transferred to another employee, and that second employee takes over the call bubble, all of the inform...
We would really like to see if we can click on an open space on the dispatch board and book a job for a certain customer. That would be a huge help!
We use the schedule to book jobs. There doesn't appear to be a way to denote when a technician is taking PTO on the schedule. Am I missing something?
When using Capacity planning, there is a flaw in that the schedule covers up the Team name assigned to each section of Technicians when viewing the Dispatch Board. Can you please fix this snaffoo so that we can see the team names in their entirety ev...
One of our field managers would like to know if it would be possible to add his email to every single job that we book. This way, when he is out in the field, the technician can send the email with the estimates to him so he can see them easier than ...
Question. Not sure if anyone has this issue. We are based in California, but we have a branch in Utah that we manage from here. We are integrated with Dialpad. As many of you know when you need to call a customer here all you need to do is click to c...
Is there a way to limit the area where address are verified to our state? I sometimes get address from two or three different states and it takes time to sort thru them or go back and add the , and the city to get the correct address. Our company is ...
