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

• Find opportunities for outbound calls

• 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.

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 and 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 article.