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CHAPTER 9

Work from home

If you decide to work from home – or if your state or county mandates it – know that you can do so easily with ServiceTitan. Since ServiceTitan is cloud-based and accessible from practically any device with an internet connection, your team will be able to access all of our customer and job information from their homes and continue business as usual.

SECTION 1 OF 3

Remote Phones to Work From Home

If your call center works from home, the most important thing you’ll need to plan for is how you’ll route calls to them remotely. These calls are the lifeblood of your business.

The easiest way to do so is with ServiceTitan Phones Pro. It allows you to route calls to your employees’ homes to enable people such as CSRs and Dispatchers to work from home. Though there is an associated cost, Phones Pro allows your company to route calls automatically. Employees can use their cell phones to answer calls, or they can plug in headsets into their computers. If you’re interested in learning more about Phones Pro, contact your customer success manager or fill out this form.

For those of our customers already utilizing Phones Pro, be sure to check out these resources:

If you have a smaller operation with just one person answering calls, you can instruct ServiceTitan to forward your incoming calls to a cell phone or home phone by updating your Forwarding Number in Settings > Phone Numbers.

If you need your phones to route to more than one number or person, partner with your telecom provider to discuss your routing options. Or, consider forwarding all your calls to an answering service. Many answering services now will book jobs directly into your ServiceTitan account. For a list of answer service companies, please contact your Customer Success Manager.

To continue to enable one-click outbound dialing, verify that all employee phone numbers are accurate in their profiles. If you have Dispatchers who need to contact Technicians, you can reach out to Support or your Success Manager to enable the Click-to-Call feature, which allows for dispatchers to call technicians directly from the dispatch board. You can also two-way text with technicians from the dispatch board to cut down on unnecessary talk time.

Hear how Patricia Cahill of Bonney Plumbing, Electrical, Heating & Air is using Phones Pro to enable her team to work from home. 

Go to Section 2: Continue your regular meeting & training cadences virtually