The following steps will need to be added to the call booking process:
Confirm the customer's delivery preferences.
When talking with an existing customer, make sure you confirm the customer’s delivery preferences.
When setting up a new customer, ask if they would like to receive automatic notifications to their mobile and/or email addresses.
Make sure notifications don't get sent to spam.
Tell customers that they should add noreply@servicetitan.com to their email address book, so messages will not be flagged as spam.
Tip: CSRs and Dispatchers should read the following articles:
FAQ
How do I prevent notifications from going to the customer's spam box?
The best way to keep your emails out of spam is to set up your company's email domain in ServiceTitan. When emails come from your own address (like info@yourcompany.com) instead of noreply@onservicetitan.com, your customers are more likely to recognize and trust them.
See Set up your email domain for ServiceTitan communications.
If you haven't set up your domain yet, or if emails are still landing in spam, ask your customers to:
Add your sending address to their contacts — this tells their email provider to trust messages from you
Check their spam or junk folder and mark your email as "Not Spam" if they find it there