Service Titan Knowledge Base

Complete a survey while on the phone with the customerLast updated on 03/22/2022

If a customer hasn't responded to the job completion survey email or text, you can follow up with the customer on the phone.

Complete a survey

Fill out a survey while on the phone with the customer:

  1. Navigate to the job and click the dropdown arrow on the blue Job Actions button.

  2. Select Take Survey.

  3. Record the customer’s response (and any comments the customer might have).

  4. Click Save.

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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.