Product overview
See Job Booking in action
Watch how the Call Booking screen works — from answering an inbound call and pulling up the customer's history, to booking a job and linking it to the right marketing campaign.
Setup
Job Booking lets CSRs and office staff take inbound calls, capture leads, book jobs, and maintain accurate customer records — all from one screen. For optimal performance, complete these setup steps before going live.
Setup checklist
Connect your phone system to ServiceTitan so calls can be linked to jobs and customer records.
Associate phone numbers with marketing campaigns so incoming calls are automatically attributed.
Define your business units so CSRs can correctly assign jobs during booking.
Set up default services for job types
Configure job types with default services to speed up booking and reduce manual entry errors.
Included with ServiceTitan
Job Booking is a core feature available to all ServiceTitan customers. No additional subscription is required.
Once setup is complete
CSRs can answer calls, capture leads, book jobs, and maintain customer records — all from a single screen with full call-to-job tracking.
Key workflows
Core workflows for using Job Booking — from managing calls to booking jobs and handling lead follow-up.
Manage calls
Handle inbound and outbound calls, link them to customer profiles, and track call details.
Obtain and maintain customer information
Create and keep customer records accurate for personalized, efficient service.
Capture leads and convert them to jobs
Save inquiries that don't immediately turn into jobs, then follow up and convert them.
Book a job
Schedule and book jobs using arrival windows, recall workflows, chat, and more.
Manage call centers
Monitor performance, classify calls, and review recordings to keep your call center running efficiently.
ServiceChannel Integration
Receive and manage incoming work orders, sync job updates, and share details in real time.
Troubleshooting & FAQ
Quick solutions to common issues and answers to frequently asked questions.
Troubleshooting
Step-by-step guides to resolve the most common issues.
Frequently Asked Questions
Common questions about call classifications, abandoned calls, and job booking workflows.
