SOP for using ST
Completely random question but does Service Titan offer up an SOP for using the system? Im starting to write some but it would be way easier if they already have a file in place.
Posts
Incoming Calls Regarding Existing Jobs
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...
Resolved! Dialpad - Missed and drop call
Good afternoon today I have had so many dropped or missed calls from Dialpad? Is this happening to anyone else?
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 ...
Calendar / Schedule tab
Right now, when a technician is taking vacation or a day off, I go to the dispatch board and enter a event. This shows on my dispatch board. I also go the technician shift tab and make a day off there. But doing both of these steps does not reflect o...
Texting a customer
Hello,When we provide services to a customer sometimes we have to contact them via text. I feel as if there should be a, update that allows you to enter and have spaces in between. This would make it look much more professional and not jumbled all in...
Adding a new location while being able to see the customer page
It would really be helpful to be able to see the customer page while creating a new location. When adding a location you have to ask the customer all of their information again because you are unable to see their customer page. It takes away from the...
Adding Job Type to Booking Automated Confirmations and Dispatch Notifications
On several occasions we have clients that book multiple appointments for the same time and day. I would like our booking confirmation notices and our dispatch notifications to include the Job Type, so when the customer receives multiple communication...
Help us refine the Search experience (ServiceTitan Experience Design Team)
Hello!The design team is improving the Search feature and we would like to hear your valuable inputs.Could you spare an hour to share your thoughts on the current Search experience and also provide feedback on some new concepts? Your insights will di...
Idea post - Ability of customize log templates
Created a community idea, COMMUNITY-I-2937 - Give a vote if you can! When calling out on recurring services in memberships there is a button to log a follow up. Next to that button there is a drop down list of log templates with options like Left mes...
