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Managing Incoming Calls

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Managing Incoming Calls

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Created by

Chelsea Maynard
Chelsea Maynard
United States

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Managing Incoming Calls
 

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Managing Incoming CallsOnline version

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by Chelsea Maynard
1

Select the bubble that matches the and / or that called in , to ensure the call recording is linked to the job .

2

If the caller's is already attached to a within ServiceTitan ; their and records will appear on the right . From there , you can select the record to view more about the .

3

The screen is the primary place to incoming calls , book , create and records , review online booking requests , and chat with customers .

4

When booking a job ; the lets the office and technicians know what type of work needs to get performed . This field is required in order to book a job .

5

When booking a job ; the allows you to keep track of the different locations at Call Dad . This field is required in order to book a job .

 
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