Use alertsLast updated on 05/10/2023
Use Alerts in ServiceTitan to notify office employees and technicians when important changes occur. Use alerts to ensure that your entire staff stays on track and up-to-date.
Things to know
Alerts can be sent through text messages, emails, or both.
You can set up alerts for many things, including but not limited to:
Job-status changes
Email delivery failures and calls left abandoned or unbooked
Form completion
Sold estimates
When adding a tag to an alert related to a job, you need to make sure that the job has the same tag added to it. Otherwise, the alert won’t be sent.
Create an alert
Go to the navigation bar and click Settings
.In the side panel, click Integrations > Alerts.
In the Alerts section that opens, click Add to add a new alert.
In the Add alert window that opens, enter the alert details:
Type: Select the type of alert. The alert details open according to the alert type you selected.
Delivery Method: Select the channel by which you want to send the alert. Note: Both Email and SMS method is selected by default.
Recipients: Enter the name of the users who you want to get the alert.
When you’re finished, click Save.
.
Edit an alert
Go to the navigation bar and click Settings
.In the side panel, click Integrations > Alerts.
Click Edit next to the alert you want to update.
Edit alert details as needed.
When you’re finished, click Save.
.
Deactivate or activate alerts
Go to the navigation and click Settings
.In the side panel, click Integrations > Alerts.
Select the alert you want to activate or deactivate.
Click Deactivate or Activate.
Alert types
Abandoned Call: A call is ended (call bubble is closed) without anyone having clicked into the call bubble to claim it.
Booked Job: A job that falls within the specified parameters is booked. This type is selected by default when you want to create a new alert.
Booking Request Dismissed: A web booking request is dismissed.
Booking Request Received: A web booking request is received.
Call Recording Paused: Only available with the call pausing beta [closed].
Canceled Job: A booked job that falls within the specified parameters is canceled.
Chat: A chat that falls within the specified parameters started.
Completed Form: A form is completed on a job that falls within the specified parameters.
Completed Job: A job that falls within the specified parameters is completed.
Customer Signed Online Estimate: An online estimate is selected and signed for by a customer.
Customer Viewed Online Estimate: An online estimate is opened by a customer.
Dispatch Canceled: A technician’s dispatch to a job that falls within the specified parameters is canceled.
Dispatched Technician: A technician is dispatched to a job that falls within the specified parameters.
Email Delivery Failed: An email status goes from “Sent” to “Dropped/Bounced/Failed.”
GLSA-Booking Cool-off: A Google Local Service Ads booking nobody has accepted after 10 minutes of it being in the queue.
GLSA-Invalid Match: A Google Local Service Ads was unable to pair their google account in ServiceTitan.
GLSA Booking Created: A new Google Local Service Ads job booking is created in their account.
GLSA Booking Dismissed: A Google Local Service Ads job booking request is dismissed.
Invoice Email Delivery Failed: An invoice email status goes from “Sent” to “Dropped/Bounced/Failed.”
Sold Estimate: An estimate is sold on a job that falls within the specified parameters.
Task Used: A specified task is added to an invoice. The job does not need to be complete. Does not apply to estimates. Will trigger when the estimate is converted.
Technician Next Job: A technician is dispatched to the next job that falls within the specified parameters.
Technician Requests Additional Appointment: A technician sends another appointment request within the specified parameters.
Unbooked Call: A call is ended, determined to have been a lead, and not resulted in a job being booked.
Unsold Job: A job is completed without having met the job sold threshold specified within the job type.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.