How to Transfer Calls with ServiceTitan Phones Pro

Problem

To successfully manage call transfers where the agent might not answer:

1. Initiate the Transfer:        

   1. During a call, click the Transfer button.

2. Select the Contact:        

   1. Enter the number or select the saved contact name. Click the auto-populated info.

3. Choose Transfer Options:        

   1. Ask First: Rings the agent first. If they answer, complete the transfer by clicking the Transfer button.

   2. Transfer Now: Transfers the call immediately.

   3. If voicemail is detected, an option to transfer directly to voicemail will be available.

These steps ensure that if the agent doesn't answer, the call can either remain with you or be directed appropriately.

Solution

1. When on a call, click the Transfer button.

2. Type in the number or saved contact name of who you are trying to reach. Then click on the info that auto populates.

3. Choose the option for Ask First or Transfer Now.        

   Note: If the system senses a VM, then it will also give you an option to transfer directly to VM.

4. If you choose Transfer Now then your call transfer is complete. If you chose Ask First, then your call will ring the contact you chose.

5. If the recipient answers, you'll have options:        

   1. Complete the transfer by clicking on the transfer button.

   2. Keep the call by disconnecting the transfer recipient.