Add and assign tracking numbers in Phones ProLast updated on 01/20/2023

• A tracking number is a virtual phone number that forwards to a physical line in your office. Any advertised number you provide to potential, existing, or past customers are tracking numbers.

1. Go to the navigation bar and click Settings .

2. In the side panel, click Phones Pro > Phone Numbers.

3. Click Add New Number. The Add New Number window opens.  

4. Find the number you want to add.

   1. If you want to add a local number, search by area code or ZIP code. Tip: Search by area code first, NOT by ZIP code. Due to phone carrier restrictions, you might not get any results if you search by ZIP code.

   2. If you want to add a 1-8XX number, click Toll-Free Number.

5. If you want your tracking number to include a particular set of numbers, enter it under Contains.

6. Click Search Numbers. Note: If you want to look for more numbers beyond the first list you see, click Load More.

7. Select the number you want to add.

8. Click Choose Number.

9. Fill out the following information:

   1. In the Set Call Continuity Number field, enter the forwarding number.

   2. Click No if you don’t want to use this new number to receive texts.

   3. If you’re using this number for a specific marketing campaign, select it from the Set Campaign dropdown.

   4. Select if the number is a Tracking number or a Direct Dial number. 

   5. Click the Assign Number to Target dropdown and select a target . Note: If you don’t want to assign the number, select Reserve Pool. You can always assign the number later. 

10. When you’re done, click Add Number.

You can also assign new tracking numbers in Dialpad.

1. Go to the navigation bar and click Phones Pro  to open the embedded dialer. 

2. In the side menu, go to Settings > Office > Main Line.

   Note: If you have more than one location or want the calls to go to a different location, go to Settings > Call Center or Departments and select the location you want to add a tracking number.

3. Click + Add a number.

4. Click the number from the list you want to assign as a tracking number, and then click Select. You can now use this number in Phones Pro to make or receive calls.

Export your phone numbers so that you have a list of all phone numbers used in your Phones Pro integration.

1. In ServiceTitan, go to the navigation bar and click Settings . 

2. In the side panel, click Phones Pro > Phone Numbers.

3. Click Export Phone Numbers.

   Phone_numbers.xlsx downloads to your computer. It contains all columns displayed in the phone number list as well as an Assignment column, which lists your numbers’ current assignment in Dialpad. 

• Visit ServiceTitan Academy to enroll in Phones Pro Management: Setup Basics

• See Add a tracking number in ServiceTitan