Review customer messages, media, and calls in ServiceTitan Mobile

Prev Next

Overview

If a job was booked from a recorded call or a message sent through Chat, technicians can review them using the ServiceTitan Mobile app to gain context while preparing to complete the job.


Who uses this feature

  • Technicians

Feature configuration

  • The following permissions are required to use this feature. Please contact the account administrator on your team.

    • Listen to call recording (mobile)

    • View customer chats

Things to know

  • Call recordings use stereo audio, with each participant on a separate channel. If you listen with a single earbud, you may hear only one speaker. To hear both sides, enable Mono Audio in your device's accessibility settings:

    • iOS / iPadOS: Accessibility > Audio/Visual > Mono Audio

    • Android: Additional settings > Accessibility > Hearing > Mono Audio

    • macOS: Accessibility > Audio > Play stereo audio as mono

    • Windows: Accessibility > Audio > Mono audio

  • If a customer sent photos or videos in Chat while booking a job, they are shown while reviewing Chat threads.

  • The Read-only Access to Customer Chats permission is required to review Chat messages from customers.

  • The Listen to Call Recording permission is required to listen to calls from customers.

  • Customer chats aren't visible in ServiceTitan Mobile if the chat was closed by the office. If the chat is re-opened by the office side or customer, it reappears in ServiceTitan Mobile after refreshing the app.

Listen to call recordings

  1. In ServiceTitan Mobile, go to the job.

  2. Tap Call recording and a recording of the call will play. Dashboard view showing job details, call recording, and address information for dispatch.

Note: The Customer Call Record setting in ServiceTitan > Settings > Integrations > Mobile is required to use this feature in ServiceTitan Mobile.

Options for technician data access, highlighting customer call record selection.

Review Chat messages

  1. In ServiceTitan Mobile, go to the job.

  2. Tap Chat History. If the customer sent multiple chats using different phone numbers, each is listed with the most recent chat first. Tap a phone number to review messages. Dashboard displaying job details, including address, chat history, and call recording options.

Want to learn more?