Book a jobLast updated on 04/17/2023

• 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.

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

   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.

   • If the customer is already in the system, their customer record will automatically come up when you click the call bubble.

   • If the system doesn’t automatically show you the customer record but you are speaking to an existing customer, search for the customer and click the customer name or location address they're calling about.

     Note: You can prevent the customer and service location windows from opening automatically by setting individual call booking preferences. If you have the preference Automatically Open Location/Customer Pop-up disabled, you can view the customer and location pop-up from the Call Booking screen by clicking Preview next to the customer or location. 

   • If the system doesn't automatically show you the customer record, but you are speaking to an existing customer, search for the customer then add the new phone number and new location if applicable.

   • If the customer is new, add them to the system.

   • When call linking confirmation is enabled, 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.

   • 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 and select a call reason. This closes the call and clears it from the Calls screen.

   • If the customer is calling to book a job, scroll down to the Overview section, enter the job details, then click Book Job. After you've booked the job, the call automatically clears from the Calls screen. You can hang up after completing the booking process.

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.

• Visit ServiceTitan Academy to enroll in Job Booking Basics

• See Job Booking