---
title: "How to Use ServiceTitan for Effective Outbound Calling?"
slug: "how-to-use-servicetitan-for-effective-outbound-calling"
updated: 2026-10-15T01:13:41Z
published: 2026-10-15T01:13:41Z
canonical: "help.servicetitan.com/how-to-use-servicetitan-for-effective-outbound-calling"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Use ServiceTitan for Effective Outbound Calling?

## Problem

I need help using outbound calls in ServiceTitan, locating and finding opportunities for these calls, and managing multiple follow-ups.

## Solution

To effectively use ServiceTitan for outbound calls, follow these guidelines.

- [Place outbound calls](/construction/docs/how-to-use-servicetitan-for-effective-outbound-calling#place-outbound-calls)
- [Find opportunities for outbound calls](/construction/docs/how-to-use-servicetitan-for-effective-outbound-calling#find-opportunities-for-outbound-calls)
- [Manage multiple items](/construction/docs/how-to-use-servicetitan-for-effective-outbound-calling#manage-multiple-items)

### Place outbound calls

Make outbound calls in ServiceTitan by clicking a number in ServiceTitan. When you click to call, the system records the outbound call, attaches the recording to the job, and broadcasts a ported-in caller ID number. For more, see [Place outbound calls](/construction/docs/place-outbound-calls).

### Find opportunities for outbound calls

1. Go to the navigation bar and click **Follow Ups**.
2. Keep track of follow-up opportunities, like unsold estimates, Sold estimates, leads, and more.

For more, see [Use the Follow Up screen](/construction/docs/use-the-follow-up-screen-1) and [Use the Follow Up screen to find and view captured leads](/construction/docs/use-the-follow-up-screen-to-find-and-view-captured-leads).

### Manage multiple items

1. Go to the navigation bar and click **Follow Ups**.
2. Select a follow-up opportunity and log your information on the respective follow-up opportunity you're making the outbound call for.

For more, see the *Log a Follow up* section of the [Follow up on Opportunities](/construction/docs/follow-up-on-opportunities-1) article.

A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).

[Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)