Overview
Scheduling Pro has a built-in routing feature that lets you easily route your customers between different branches and locations for the same company based on their Zip or postal code and service request. You can do this by creating a scheduler for each location and setting them up for routing.
Who uses this feature
Administrators, office employees, and managers.
Primarily benefits Residential Service.
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.
Set up your routing
To set up your routing:
Create a scheduler for each location that you want to route to. If your capacity, services offered, and settings are all the same across your locations, you don’t need to create and route multiple schedulers and you can use a single scheduler. In this scenario, no two schedulers should offer the same trades and services in the same zone. These schedulers should also be associated with the same company in Scheduler Details.
Select a default scheduler out of the group that shows up before the user provides their zip code and trade selection.
Select which schedulers you want to set as your default and click Set as default. After you select it, this scheduler shows a bookmark icon to show that it is the default scheduler for that company or brand. You can update this default at any time.
Choose which schedulers should be part of your routing by clicking (... icon) on each scheduler and selecting Enable Routable.
Note: You’ll receive an error if you try to set up routing for schedulers where there is overlap between zones and trades offered.
Install company-level script on your page. By default, Scheduling Pro provides you instructions on how to install a script for a specific scheduler. Instead, you need to omit any values for a specific scheduler.
To add the Scheduling Pro script on your page, copy and paste the following script in your <body /> to access the _scheduler object.
<script data-api-key="{The API key provided to you when onboarding with a scheduler for this company}" defer id="se-widget-embed" src="https://embed.scheduler.servicetitan.com/scheduler-v1.js"></script>Choose one of two different methods to call the scheduler on your site with a button. You and your team can choose the positioning and styling of the button. The following instructions provide an example of a generic call to action (CTA) and how to code it.
Copy and paste the following <button> onto your page and position/style as needed. You can use an existing button as long as it has the onclick attribute below added to the code.
<button
type="button"
Book Now
</button>
Apply the st-booking-show class to any HTML element on your web page and position and style it as needed. You can use an existing button as long as it has the class attribute below added to the code:
<button class="st-booking-show"
type="button">
Book Now!
</button>After the script has been successfully installed, clicking your CTA launches the scheduler you selected as your default. When a customer provides their Zip or postal code and selects a trade, they are routed to the appropriate scheduler for their location and service needs.
Set up your routing for multiple ServiceTitan accounts
With Scheduling Pro, you now have the option to route your customers to the appropriate scheduler across multiple ServiceTitan accounts based on zip code, postal code, or service need—all from a single entry point. This feature is ideal if you have multiple ServiceTitan accounts operating through a single website. To get started with the Cross-Brand Router, fill out this request form.
After submitting the form, the Scheduling Pro team will process your request, provide your router install code, and share a direct link for marketing materials to auto-open the scheduler. The router also supports logo integration, so your brand logo appears at the start of the booking flow, creating a consistent brand experience before the customer is routed to the appropriate scheduler.
When the customer opens the router, they enter their zip/postal code, which is checked against all zones and trade options across included schedulers. When they click Get Started, they are routed to the appropriate scheduler for their service/location.
Note: If there’s an overlap between trades and zip codes, the first scheduler listed in the priority order on the form will be used.
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Note: The router displays an Out of Area message with a prompt to call if no match is found.
Want to learn more?
See Scheduling Pro