Call technicians from the dispatch boardLast updated on 03/22/2022
Easily call your technicians from the Dispatch board. This lets you complete dispatch- and technician-related tasks, including calls, all in one place.
Things to know
If you’re having trouble making a call, make sure you’ve entered a phone number for your user profile. To add a number to your account, go to Settings > People > Employees and verify, or you can add by going to the navigation bar and clicking your avatar. Click Change Phone Number and enter your number, and then click OK.
Technicians too must have a mobile number in their profile. To check or add a tech phone number, go to Settings > People > Technicians and find the technician profile you want to verify or update. For more, see Add or edit employee or technician profiles.
This feature is similar to calling customers from ServiceTitan. For more, see Place outbound calls.
Calls made to technicians from the dispatch board are not recorded.
Call a technician from Dispatch
Go to the navigation bar and click Dispatch.
Find the technician you want to call and click their profile thumbnail. A dropdown menu opens.
Click Call technician. A prompt opens at the top.
Click OK. A banner appears to let you know ServiceTitan is calling you.
Note: If you don't have a direct phone number on file, you see the following prompt:
Enter your phone number and click OK.
Answer the phone to connect to the technician. Once connected, you'll hear a ringing on the other end.
When you're done with the call or if for any reason you want to disconnect during it, click the telephone icon on the screen or end the call on your phone.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.