This new feature notifies you when a Scheduling Pro scheduler has a configuration issue that could block bookings, so you can fix the problem before it affects more leads.
What's new?
Before, when a Scheduling Pro scheduler used an inactive business unit, job type, campaign, tag, or technician, or a service zone with no zip codes assigned, there was no automatic warning. Issues often went unnoticed until the people booking online were blocked, sometimes for days, before your office team noticed the drop in bookings. With Configuration Alerts, ServiceTitan now monitors your scheduler configuration and sends an email or short message service (SMS) notification to the people you choose, identifying the issue type and the steps needed to fix it.
Before and After
Before (Current)
Set up a Scheduling Pro scheduler that uses service zone A, which includes zip code 12345.
Remove zip code 12345 from service zone A in your ServiceTitan settings.
Anyone who enters zip code 12345 on your scheduler is now blocked from booking, with no notification to you.
The issue often goes unnoticed until your Customer Service Representatives (CSRs) team flags a complaint or you notice a dip in bookings.
Trace the configuration problem manually and update the service zone, sometimes days after the first failed booking.
Impact: Lost leads and frustrated callers because of unnoticed scheduler configuration issues.
Try the current workflow in your account.
After
Go to Settings > Integrations > Marketing Integrations.
Click Edit next to your Scheduling Pro scheduler, then go to Configuration Alerts section. It navigates you to the general Alerts section in ServiceTitan (Settings > Integrations > Alerts).
Add an alert, select the type as Scheduling Pro Config Alert. Choose Email or SMS as your delivery method, then choose the employees who should receive notifications and click Save.
After a configuration change affects an active scheduler, like an inactive job type or a service zone with no zip codes, ServiceTitan detects the issue and sends a notification to your selected recipients.
Open the notification, review the alert type and the steps to fix it, and update your configuration before more bookings are blocked.
Impact: Configuration issues are caught and fixed before they affect more leads, protecting your booking conversion.
Who uses this feature
All business types
Administrators, Managers
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A homeowner books a heating, ventilation, and air conditioning (HVAC) tune-up online and provides their zip code. After your office removes that zip code from the assigned service zone, your scheduler can no longer route the booking. Configuration Alerts notifies your administrator the next day so they can update the zone before more bookings fail.
You use a Spring Tune-Up campaign in your scheduler to track marketing source. After the campaign is paused in ServiceTitan, the next nightly check flags an Inactive Campaign alert so you can swap in an active campaign before attribution breaks.
A senior plumbing technician retires and is marked inactive in ServiceTitan, but the scheduler still references that technician for direct-to-tech booking. Configuration Alerts notifies your dispatcher so they can update the routing.
Commercial Service and Replacement
A facility manager books a maintenance visit for an office building, but the assigned service zone has had its zip codes removed during a regional restructuring. Configuration Alerts flags the Zone No Zipcode issue so your team can restore coverage before more commercial bookings fail.
Your Property Management Agreements business unit is deactivated by accident during a settings cleanup. Configuration Alerts catches the Inactive Business Unit issue, allowing you to reactivate it before commercial accounts experience booking failures.
A specialty refrigeration job type is retired but is still tied to a commercial scheduler. The Inactive Job Type alert tells your office team where to update the scheduler.
Residential Construction
A homeowner uses your remodeling scheduler to request an estimate. After you remove the New Construction Inquiry tag from active use, Configuration Alerts notifies you of the Inactive Tag issue before your project intake routing breaks.
You retire a Pre-Construction Consultation job type and forget that it is still tied to a scheduler. Configuration Alerts surfaces the Inactive Job Type issue so your project coordinator can adjust the booking flow.
After consolidating service zones across cities, one zone is left with no zip codes. The Zone No Zipcode alert points your administrator to the scheduler that needs updating.
Commercial Construction
A general contractor books a site visit on your commercial scheduler. After your office deactivates the contractor relations business unit, Configuration Alerts catches the Inactive Business Unit issue before more bookings drop.
Your project intake campaign is paused for the season. Configuration Alerts flags the Inactive Campaign so your business development team can switch to the active campaign in their scheduler.
A senior project lead leaves the company and is marked inactive. The Inactive Technician alert lets you reassign their scheduler routing rules.
How to prepare?
Identify the people on your team, like administrators or office managers, who should receive Configuration Alerts notifications by email or SMS.
Decide your team's response process for each alert type, so issues are triaged and fixed quickly when notifications come in.
Open the Settings screen, click Integrations, then Marketing Integrations. Edit your Scheduling Pro scheduler, then configure Configuration Alerts with your delivery method and recipients.
Bookmark any knowledge base articles or Academy videos for team training.