ServiceTitan Community

Naomih · 01-24-2023

We are experiencing soooo many issues with creating follow ups and converting them simply because there is no way to attach follow ups to customer files. If a tech asks us to call someone for a replacement opportunity and the customer doesn't pick up...

Naomih · 01-11-2023

Hey Everyone! If you would please vote on the idea below! Thanks so much https://community.servicetitan.com/t5/Ideas/bd-p/ideas

Naomih · 01-10-2023

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...

Naomih · 01-27-2023

Thanks for the reply! We actually do all of this already. We have just found its extremely difficult to find a customer in this tab. Say for instance we call someone to schedule a lead and we cant get in touch with that customer. We close and classif...

Naomih · 01-13-2023

I am so glad others see a need in it! If you will vote for it that would be great! Hopefully someone from Service Titan will see it

Naomih · 01-13-2023

Thank you! We hope it gets to the right people so it will help others!

Naomih · 01-11-2023

Thank you so much for the tip! I will for sure do that!

ServiceTitan Community

User Statistics

User Activity

Issues With Following up and Leads

Follow Up Button Needed

Follow Up Button needed

Re: Issues With Following up and Leads

Re: Follow Up Button Needed

Re: Follow Up Button Needed

Re: Follow Up Button needed