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dispatch Notifications

Hello,I am having a problem that I am hoping you can help me with. For the dispatch notifications we are able to let customers know when we are on the way, which is great btw. But one thing I have notice that is causing a problem is when a tech goes ...

laulauga by New Contributor
  • 3584 Views
  • 5 replies
  • 0 kudos

Schedule Assistant - Drive Time & Miles Caluculation

Hi - is anyone else experiencing issues with Schedule Assistant not calculating the correct drive time and miles? I checked the address on the job I was booking and the job before it and neither one was needing an address validation. It's either over...

kdaggett by New Contributor II
  • 1893 Views
  • 1 replies
  • 0 kudos

Top 5's for CSRs and Dispatchers should review

Not in anyorder and I would love to hear what you have your team read/watch: The Fred Factor by Mark SanbornHow to Win Friends and Influence Others by Dale CarnegieWebinar from ST: How to Increase Call Booking Rates: https://www.youtube.com/watch?v=B...

mquigley by ServiceTitan Certified Administrator
  • 1551 Views
  • 1 replies
  • 4 kudos

2nd Line for Contact

We are used to having a 2nd line for Contact information especially when dealing with a Commercial Property. The Location &/Or Billing will Read:Company Name: ABC CompanyCustomer Name: Michael JordanThis way you can search for a customer name not jus...

Custom Fields Assigned to a Specific Business Unit

Hi, I was reaching out today as I was trying to create some required "Custom Fields" and assign them to just our call center business unit. Unfortunately, ServiceTitan doesn't have the ability to assign the Custom Fields to a specific business unit. ...

zjohnson by New Contributor
  • 1871 Views
  • 1 replies
  • 0 kudos

Recurring Service and Booking

I am looking for a way to book recurring services for one technician rather than pulling them out of the schedule tab one by one. I can set the preferred technician but this only saves 2 clicks per job. The service advisor I spoke with informed me th...

MylesMcGregor by ServiceTitan Certified Administrator
  • 2258 Views
  • 2 replies
  • 0 kudos

Custom fields on call taking screen

I wish that if a custom field was designated as both a job field and a location field, that when you populated it on the booking screen it would transfer to the location, then auto-populate on the booking screen on future calls. I shouldn't have to a...

JessicaSmith by ServiceTitan Certified Administrator
  • 3022 Views
  • 4 replies
  • 9 kudos

Collect the Right Info on the 1st Call 📞

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. ...

BrittanyB
by Contributor III
  • 5989 Views
  • 6 replies
  • 12 kudos

Resolved! Link Preventative Maintenance Job to another job/Invoice

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 & ...

Resolved! Booking jobs outside of service area

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...

jheward by New Contributor II
  • 7814 Views
  • 11 replies
  • 0 kudos