Service Titan Knowledge Base

Book a jobLast updated on 11/28/2022

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

Book a job

  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 to get started with the booking process.

  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 on the customer or location record they are calling about. Note: If you have the preference Automatically Open Location/Customer Pop-up disabled, you can view the customer and location pop-up by clicking Preview icon-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 does not 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 has hung up, click X on the grayed-out call bubble and select a call reason. This will close out the call and clear it from the Call screen.

    • If the customer is calling to book a job, enter job details and then click Book Job. After you have booked the job, the call will automatically be cleared from the Calls screen. You can hang up after you have completed 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 the 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. In the dropdown, click 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, and then click Book job.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.