Book a job

Overview

Booking a job is the ideal outcome for all incoming calls. You can book a job manually in situations where there is no incoming call. If you’re booking a job that’s similar to an existing job, duplicate that job.

Things to know

• You can use the Booked Job alert to track when jobs are booked. For more, see Use alerts.

• If equipment has been added to the job location, you can attach equipment when booking a job. To use this feature, first enable the Attach Equipment to Job option in Settings > Operations > Job Booking. For more, see Set up ability to attach equipment to a job.

• You can personalize the Call Booking screen by setting individual preferences.

Book a job

1. On the Call Booking screen, answer the incoming call.

   Note: If you're booking a job that doesn't have an incoming call (for example, if the customer requested the job by email or in person), click Manual job and search for the customer.

2. Check to see if the call is from a new or existing customer:

   1. If they're an existing customer, their Customer Record automatically comes up when you click the call bubble.

   2. If their Customer Record doesn't automatically come up, but you're speaking to an existing customer, search for them, click their name or address, and if applicable add their new phone number and new service location.
      

      Note: If you have the preference Automatically Open Location/Customer Pop-up disabled, you can view Customer/Location Records from the Call Booking screen by hovering over the customer name and then clicking Preview next to the customer or location. 

      

   3. If the customer is new and doesn't have an existing Customer Record, add them to the system.

   4. If the phone number the customer is calling from doesn't match the Customer Record that automatically comes up when you click the call bubble, a message appears that allows you to unlink the call from the Customer Record.  
      

3. Determine whether the customer is calling to book a job:

   1. If the customer is not calling to book a job, wait until the call has ended. After you or the customer hang up, click X on the grayed-out call bubble, select a call reason, and if applicable capture a lead. This closes the call and clears it from the Calls screen.

   2. If the customer is calling to book a job:

      1. Check to see if there is an existing lead. If there is, follow the steps to convert the lead to a job.

      2. If there isn't an existing lead, scroll down to the Overview section, enter the job details, then click Book Job.

      3. After you finish booking the job, the call automatically clears from the Calls screen. You can hang up after completing the booking process.

Book a duplicate job

Note: Account configuration is required to use this feature. Please contact Technical Support for details.

In situations where an existing job has most or all the same information as a job you need to book, you can duplicate the job. For example, if you’re booking multi-day work for an extensive installation, you can duplicate the first job you’ve booked and change the date for the subsequent jobs. That way, you’re able to assign different technicians to different days of work and manage the work better without having to fill out the job booking form repeatedly with the same information.

1. Go to the job you want to copy. You can click it on the Dispatch Board or use Search to find it.

2. Click the Job Actions dropdown, then select Duplicate Job. This takes you to the Job Booking screen.
   

3. Edit the job information. In almost all cases, you will at least be changing the date for the job.

4. Follow the rest of your usual job booking workflow, then click Book job.
   

Want to learn more?

• Visit ServiceTitan Academy to enroll in Job Booking Basics

• See Job Booking