When we mark a lead as a follow up since we did not book the job there is no way for a CSR member to really know that, that follow up that was created should be booked from the follow up tab unless they know where to look. We think it would be helpfu...
We have a job type for Phone Call Follow Up, meaning a physical visit is not necessary, just a phone call is needed. The issue with having it be a job type is that it must get dispatch and arrived to close out completely, or else it will be left in t...
I have not figured out a way to classify calls related to an existing job without either having to a) manually change something on the job page, or b) go back to the dashboard/agent score card to classify it. Being able to classify it as related to a...
Is there a way to block Spam calls through ST? Or mark a number as spam so it automatically gets the Spam reason on the Close & Classify screen.
This relates to booking integrations (not calls) that come through the same call calls screen. We have integrated website leads to come into Service Titan as bookings. Unfortunately, there is nothing to prevent any user from dismissing a booking and ...
Hello! I'm curious to know how everyone has their call reasons set up.We're diving deeper into our call booking metrics and I'd like to hear/see what practices you are using.What call reasons are leads? Which are not?
So we are trying to streamline some of the Call Booking Processes to our lead dispatcher. we were trying to find a way that would set an alert based of the call reasons. As in , if someone in the office takes a customers call and they are unable to b...
Hey! This idea is not mine but I voted on it, so I got a notification that it got moved to "needs community votes" status. If this sounds like something you want, be sure to go vote on it! COMMUNITY-I-938Manual Call ReportingConsider making all manua...
I would really like to see ST classify the call when rescheduling the appointment time. Currently, unless you add a note on the account somewhere, the bubble will not close when rescheduling an appointment. This can be a bit tedious when fielding hun...
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...
