Overview
Scheduling Pro schedulers identify returning customers based on the phone number entered in the scheduler. This reduces the number of clicks for office employees, and keeps your customer records within ServiceTitan clean.
Who uses this feature
Office employees, administrators, and customer service representatives (CSRs)
Primarily benefits Residential Service, Residential Construction, Commercial Service, and Commercial Construction business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
To get started with Scheduling Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.
Confirm your contact information
After you select your appointment date and time, you are prompted to provide contact information. If the phone number provided exists in ServiceTitan and is tied to your customer record, you get a message confirming you are a returning customer.
If you are a returning customer, you can select from a list of existing masked addresses or add a new address by clicking Enter Property. Entering a new address creates a net new location, tied to the same customer record
Note: The addresses shown are masked for privacy reasons so that users can’t see full addresses for anyone based on their phone number alone.
If you have multiple locations on file, the addresses shown are filtered on the Zip codes entered at the beginning of the scheduler flow. Any addresses not in that zip code won’t be suggested.
If you are marked as Do Not Service in ServiceTitan, you won’t be able to proceed and reserve an appointment.
Want to learn more?
See Scheduling Pro