Set Web Scheduler for Office EmployeesLast updated on 09/23/2022
With the Web Scheduler widget tool, you can integrate widgets to your websites from which you get job bookings.
Things to know
Before you start using Web Scheduler, set up your Web Scheduler widget, then share it with your connections.
For more accurate availability, first, configure Adjustable Capacity Planning (ACP).
Web Scheduler can identify customers by phone numbers connected to customer records.
Some phone numbers can be connected to multiple locations. This is why customer identification requires more information.
Set up Web Scheduler
Set up a Web Scheduler is required for:
Web Scheduler integration in ServiceTitan
Web Scheduler integration for Homeowners
Web Scheduler integration in ServiceTitan
To set up Web Scheduler conversion tool in ServiceTitan:
Go to the navigation bar and click Settings . In the side panel, click Integrations > Marketing Integrations.
In the Web Scheduler, click Configure. This opens the Configure Web Scheduler page.
Enter your company details in the Contact Details step:
Create a new Widget Name.
Enter your Business Name, Phone Number, Email address, and Website Link. Note: You can’t edit the website link after you create the web scheduler.
Select the Marketing Campaign to associate any jobs generated via the web scheduler to a particular marketing campaign. This impacts how the campaign ROI is calculated and may impact other calculations. Tip: If an appropriate marketing campaign doesn’t exist, you can create one. For more information on how to do this, see Adding marketing campaigns in ServiceTitan.
Note: If you have Marketing Pro Ads features and Web Scheduler 2.0 enabled, ServiceTitan assigns the Marketing Campaign automatically to the job by tracking the source of the website visits.
When you’re finished, click Save. This opens the General Settings step.
In the General Settings step:
Map the Job Types and set up the Business unit(s) servicing this location. This helps to get more accurate adjustable capacity planning (ACP). ACP is used to determine the day and time slot available for the job. Note: By Job Type Mapping integration in ServiceTitan you receive leads from your marketing vendors. This generates all job types and business units servicing your locations. Therefore, if there is any change to this information, click Job Type Mapping. For more on how to map job types. See Map Job Types.
Select the zones you want to exclude from the web scheduler.
If you want to create jobs directly on the Dispatch board for jobs that come from Web Scheduler, select Automatically create a job on the Dispatch board. By checking this, you won’t have to create a separate booking. Note: When a job is created automatically from Web Scheduler on the Dispatch board, the system automatically selects the Job Type and Business Units. This is based on your job's history. If the system fails to do this, the system creates a booking instead.
When you’re finished, click Save. This opens the Message Customization step.
In the Message Customization step, use the Confirmation Message field to enter the message your customer will see when a job is booked.
When you’re finished, click Save. This opens the Design step.
In the Design step, choose the widget’s Buttons Color, Primary Color, Header/Footer color, and Background Color by entering the hex (hexadecimal) code in these fields. To get the right codes for your colors, click How to get Hex code and follow the instructions.
When you’re finished, click Submit.
To get your web scheduler code, click Get Embed Code, the Embed code page opens.
To install Web Scheduler on your website:
Click Copy Code and go to your website. After you are on your website, open your website HTML page and paste this code at the end of your website <body>.
Click Copy onclick Attribute to add the attribute to your HTML element on your website. For example, a Schedule button to open the Web Scheduler.
To copy the code script and onclick attribute and send them by email, click Copy and Share.
Click Close to finalize the configuration.
Add a Web Scheduler
Go to the navigation bar and click Settings
. In the side panel, click Integrations > Marketing Integrations.Next to the Web Scheduler, click View. This opens the Web Scheduler widgets page.
To add a new Web Scheduler, click Add New. This opens the Configure Web Scheduler page.
Note: You can only add as many widgets as your plan allows. To upgrade your plan, please contact your CSM or ServiceTitan Sales.
Edit a Web Scheduler
Go to the navigation bar and click Settings
. In the side panel, click Integrations > Marketing Integrations.Next to the Web Scheduler, click View. The Web Scheduler widget opens.
To edit a Web Scheduler, click Edit next to the Web Scheduler widget.
Note: You can activate and deactivate the widget using the toggle next to the Edit button.
Job booking via Web Scheduler in ServiceTitan
Once Web Scheduler is integrated, you can create and book jobs from the Job Booking screen.
Go to the navigation bar and click Job Booking.
In the side panel, click Bookings.
Select the Web Scheduler booking you want to create a job for.
Information about the customer’s name, location, and other details are automatically generated by Web Scheduler.
Enter information in the Overview section to finalize the job booking creation. For more information, see Enter job details. Note: The Marketing Campaign is assigned automatically.
When you’re finished, click Book job.
Note: If Automatically create a job on the Dispatch board is selected (found in the General Settings step of the Web Scheduler configuration), the system skips the job booking step, and the job immediately appears on the Dispatch board.
Web Scheduler integration for Homeowners
To check if the Web Scheduler widget is downloaded on your phone or desktop:
Activate the widget.
In the Design step, click
.Once you have the widget set up, go to the Web Scheduler app and select the service you need.
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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.
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.