Call Booking

Booking a job off a sold estimate

We are trying to book a return job to complete sold estimate work. Sometime it provided options to select certain items to book the job from, and other times we can not select anything. How can I get those jobs booked so they are linked to that sold ...

New customer information now being erased when using "Go Back" button after latest update.

Have any other users noticed that new customer information (name, address, and contact) is now being erased from the new customer screen when CSP's use the go back button. Previously you could navigate away from entering a customers contact details a...

Time Zone Selection from Call Booking Screen

We are a business that schedules service calls in two different time zones but our main office is in a different time zone from one of the locations. We would like to see a feature where we can set each business unit to have its own unique time zone....

Resolved! No Charge/Non-Opportunity

Would it be possible to add the "No Charge/Non-Opportunity" check box to the list of fields for converted jobs and recall jobs in the booking step so that employees do not have to go into the job after it is made to edit it? This would cut out extra ...

Follow Up Button Needed

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

Resolved! Follow Up Button needed

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...

Resolved! "Manual Calls" Not Recording

Our ST is not recording manual calls. It shows us the call was made and we can attach it to a job but we are unable to listen to the call,

Actions that automatically close the phone call bubbles

I see adding a note to an already booked job automatically closes the phone call bubble, so in the same way, we would love updating the job summary for an already booked job to do the same thing, where the system automatically excuses the call and ad...

Stop Automatically Converting Jobs to No Charge After Sold Estimate?

I saw a post similar to this one from a couple years ago and was advised by tech support to rehash the topic. I just got done speaking with them about the setting that automatically changes jobs to "no charge" when an estimate is sold on the job, eve...

Resolved! Is there a way to set up an automatic reply to customer chats for non-afterhours?

We have an automatic reply set up for after-hours, but I was wondering if there's some sort of temporary automatic reply we could set up for holidays that fall during our usual operating hours?

ServiceTitan Community

Posts

Booking a job off a sold estimate

New customer information now being erased when using "Go Back" button after latest update.

Time Zone Selection from Call Booking Screen

Resolved! No Charge/Non-Opportunity

Follow Up Button Needed

Resolved! Follow Up Button needed

Resolved! "Manual Calls" Not Recording

Actions that automatically close the phone call bubbles

Stop Automatically Converting Jobs to No Charge After Sold Estimate?

Resolved! Is there a way to set up an automatic reply to customer chats for non-afterhours?

Week Prior Customer Reminder Notifications

Adding Tags in Bookings for new customers/location...

Easily Searching Dismissed Leads NOT Attached to a...

Assigning Customer Number with less than ten digit...

Webinar On-Demand: Turn Your Call Center into a Pr...

Adding new locations - Based in Canada

Appointments

How do you guys notify your techs of a new Job?

Recurring Service Events

Editing/Deleting Notes on Customer & Location Page