Understand call classificationsLast updated on 09/14/2022
Call classifications help CSR managers and business owners know what the outcome of each call is. ServiceTitan automatically classifies calls indicating whether the call is answered, the length of the call, and whether the call is booked. This helps your business track CSR performance and makes sure that calls are linked to the correct records.
Things to know
You must first set up call reasons. If not, the system automatically treats every call more than 60 seconds long as a lead. These count against the CSR’s conversion rate. Additionally, your calls, data, and marketing reporting may not be reliable, and you may not be able to calculate campaign ROI or CSR performance. For more information, see Set up call reasons.
Abandoned and unanswered calls hurt the accuracy of reporting and affect business efficiency. Be sure to Manage abandoned calls and unanswered calls.
Calls that are incorrectly classified due to CSR errors or other factors should be corrected. For more on how to classify calls, see Reclassify and edit calls.
Classifications in the Call Booking Workflow
As you move through the process of answering, engaging in, and booking a call, at what point the call ends is what determines its classification. The chart below shows what actions at what point in the call booking process lead to which classifications. Note: This process applies to basic phone integration only.
Each step in the call process is checked by the system for classification.
Call comes in:
Not answered? Abandoned Call
Call bubble not clicked? Abandoned Call
Call answered? Answered Call
Call ends in less than 60 seconds? Excused call
Call continues for 60 seconds? Ongoing call
Call ends without a booked job? Unbooked call
Call ends after job is booked? Booked call
Want to learn more?
Visit ServiceTitan Academy to enroll in Call Booking Essentials
See Call Booking
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.