Technician two-way chatLast updated on 09/14/2022
With two-way chat, you can send and reply to customer chats while using the ServiceTitan Mobile app. This helps you respond to unread messages and stay up to date on the conversation with customers.
Things to know
Chat has to be enabled. For more information on how to do this, see Set up and enable Chat.
Technicians can’t initiate a text but can respond to existing chat threads.
Technicians can respond to unread messages per job.
If there are multiple technicians on the job, they can all chat in the Chat section.
Technician chat threads won’t be visible in the ServiceTitan Mobile app if the chat thread has been closed in ServiceTitan. When the thread is re-opened, technician chat will reappear after refreshing the mobile app.
Set technician permissions
Chat permissions can be set on a per technician basis using the technician record.
In ServiceTitan, go to the navigation bar and click Settings
. On the side menu, go to People > Technicians.
Click Edit for the technician whose permissions you want to set.
In the Edit Technician record, click Permissions.
In the Customer Communications section, enable the View customer chats and Allow full access to customer chats options.
When you're finished, click Save Changes.
Manage unread messages in ServiceTitan Mobile
You can view and manage conversations with customers in ServiceTitan Mobile. To do that:
In ServiceTitan Mobile, go to Job > Chat. In the Chat section. A red notification next to Chat indicates unread messages. Click the Chat notification.
View and respond to messages.
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.