Posts

Updated Calendar UI

Has anybody seen anything or know anything about plans to update the calendar UI? Before ST (and still to some degree) we ran our business out of Apple Calendar. ST obviously adds a lot of features to our workflow we wouldn't have in apple calendar, ...

codybumpus by New Contributor III
  • 682 Views
  • 1 replies
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Schedule Assistant - Driving Efficiency v. First Available

Hi hi - Currently, when using schedule assistant, the list is sorted by driving efficiency. With this default, it is consistently showing the technician who already has a booked schedule since he's the closest. Makes sense. But, is there a way to sor...

charringtonPSB by ServiceTitan Certified Administrator
  • 345 Views
  • 1 replies
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Resolved! Custom Fields to Trigger Tags?

Is there a way that a custom field can trigger a tag? We have a number of required custom fields on our job booking screen and it would be nice for a tag to be automatically applied to the job based on the answer to a field.

MirandaMel by ServiceTitan Certified Administrator
  • 2093 Views
  • 6 replies
  • 6 kudos

Tagging Calls Live

Tagging calls after the fact is a pain in the XXX! Please make tagging calls "live" while in the call box. This would save time and money. What are your thoughts?

Ron by New Contributor
  • 437 Views
  • 1 replies
  • 1 kudos

Call Classification

Whenever we have abandoned calls that are 10seconds 12seconds, etc. How do we classify those calls correctly if no one actually answers it? Do we leave those as abandoned calls?

inf8380 by New Contributor II
  • 1814 Views
  • 6 replies
  • 2 kudos

Resolved! Schedule Assistant/ Get Availability

Question!!! When I make an attempt to use our "Get availability" button when booking a call for a arrival window all I get is date with empty white boxes and no further information? Am I not seeing something correctly or is this how it is supposed to...

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BayleeR by ServiceTitan Certified Administrator
  • 1836 Views
  • 3 replies
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Trouble with requisitions

Hi everyone, When we requisition items from an estimate to order them from our vendor then go to book the job from this estimate it will not allow us to book the job. It says we cannot book it due to the items having been requisitioned. We reached ou...

KhianaKlatt by Valued Contributor II
  • 818 Views
  • 3 replies
  • 2 kudos

Resolved! Outgoing Non-customer Calls

Would love to have the ability to make outgoing calls to numbers not currently in the system or linked to a client. Is there a way to dial an outgoing number through ST without creating a new customer?

service12 by New Contributor
  • 1630 Views
  • 6 replies
  • 4 kudos

Booking Confirmation Edit POC

I recently ran into an issue, where I have customer record, but added a NEW Location with a NEW Point of Contact. I want to send the Job Booking Confirmation, but it sends it to the main contact info on the customer record...per location for us, ther...

jenniferg by New Contributor
  • 492 Views
  • 1 replies
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Phone Calls

How do I enter an out of country telephone number? I have a homeowner is Egypt but I cannot add his number in so our calls are recorded.

ypeters by New Contributor
  • 595 Views
  • 1 replies
  • 0 kudos