Resolved! Appointments
Is there anyway when you have multiple appointments on a job to move todays appt to the top of the list?
Posts
New customer lead and coversion reporting
Our company receive needs for multiple sources. (Angie.com, inbound calls, website, Etc.) We also do use an Outsource call center for after hours. We are now trying to integrate leads in service titan into our reporting to monitor the conversion from...
Dismiss Multiple Bookings?
We recently integrated WinGen into Titan for our Costco leads. When we did this it ported 400+ leads into the bookings tab. Our previous process with these leads was managed through the Costco Centah portal so these "new" bookings are old leads that ...
Adding recurring services to accounts
Is there a way to be able to search through our list of recurring services when creating one for an account? We have 30+ different recurring service types and it used to be you could search which one you were looking for, now we have to scroll throug...
Recurring Services
Why are the "recurring services" not listed under the dispatch board in the UNASSIGNED section? This would be EXTREMELY beneficial to see visits due until they are booked!! Also, we could DRAG & DROP in the dispatch board!!!
Custom field autopopulate in job summary idea
I just created a new idea I haven't seen anyone bring up yet...would love to get some votes!https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6674
Resolved! How do you guys notify your techs of a new Job?
Ive chatted with support on this a few times and have gotten nothing helpful back.I am looking to notify my techs when a job is assigned to them. I was hoping the app would just send them a notification like our previous software did, but this app do...
Outbound Calling
Good morning everyone!I am looking for feedback on how early you start your outbound calling? I have a hard time thinking of myself as the customer, I would not like a call or a text at 8am in the morning. I think 9 is still a little too early. Your ...
Seeing the tags
Hi there, When booking a call we don't always see the tags next to the person's name or if there are more than one (like the one that is attached to this (there is a billable tag that you don't see on this screen). How do you get this so we can see t...
Easily Searching Dismissed Leads NOT Attached to a Location
Hi, all! So we've been trying out using Leads to keep track of incoming calls instead of our previous solution, but now we're coming to issues when a Dismissed Lead calls back in, and we can not find the original Lead.If the Lead is left OPEN & is no...
