Overview
Use the PowerDialer dashboard to enable PowerDialer, set call frequency, and activate and deactivate campaigns.
Who uses this feature
CSR managers and CSRs
Account configuration is required. Please contact Technical Support for details.
Things to know
PowerDialer uses the ServiceTitan Phones Pro embedded dialer to make calls.
CSR managers create PowerDialer campaigns by building targeted audiences and adding campaign settings.
To prevent certain customers from receiving PowerDialer calls, add them to the exclusion list when creating an Audience. Create a tag, assign it to the customer's profile, and exclude that tag in the Audience settings.
Set PowerDialer campaigns
Manage your campaigns from the PowerDialer dashboard. To open the dashboard:
Go to the top toolbar and click Settings
.In the side panel, go to Phones Pro > PowerDialer Campaigns. The dashboard opens.
Start and pause PowerDialer
Turn the Enable PowerDialer toggle on and off to start and pause PowerDialer.
In the Frequency section, enter how many days before calling a customer again if a customer is included in multiple campaigns.
Manage active campaigns
The Active Campaigns section lists all active PowerDialer campaigns. When enabled, PowerDialer queues outgoing calls starting with the top-listed campaign. When there are no more calls left in a campaign, PowerDialer continues to the next listed campaign.
Note: Drag and drop campaigns in the Active Campaigns section to reorder the call queue.
An indicator dot next to a campaign shows its status:
Green—Active and in progress
Yellow—Ready with calls in queue
Red—No more calls in queue or ineligible campaign
Campaign actions
Click More 
for an active campaign to:
View Details—Open the campaign details record
Edit—Make changes to the campaign
Clone—Duplicate the campaign
Deactivate—Remove the campaign from the Active Campaigns list
Campaign details
When you select View Details for a campaign, the campaign details screen opens. You can view audience filters and user assignments.
Click Edit User Assignment to add or remove employees from the campaign's user list.
Reactivate a campaign
Inactive Campaigns lists all deactivated campaigns. To reactivate a campaign:
Drag and drop the campaign from the Inactive Campaigns section to the Active Campaigns section.
Or, click More
for the campaign and select Reactivate.
