Job Booking Troubleshooting

The zip code is in my territory, what gives?

• The wording “We spoke to a potential customer in your area, however their Zip/Postal code is outside of your service area” is just the template format the CCC uses to send these notices.

  • Due to the nature of their MiddleWare program, the CCC can only see if the job booking was available/unavailable but not the reason why it appeared that way.

Why wasn’t the CCC able to book this job? (Service Titan)

These 4 causes account for almost every job booking issue:

• Technician Shifts

  • Every technician needs to have shifts assigned to them in order for them to appear on the CCC booking screen. In the Schedule tab, on the top left of the screen next to “Calendar” is “Technician Shifts” where you can create shifts.

• Validated Address

  • In order for jobs to be booked using the Schedule Assistant, the address needs to be validated. When looking at an invalid address, you’ll see an orange question mark next to the zip code, which can be seen below. Click on the icon to validate the address.

• Zones were entered incorrectly

  • In Service Titan, every zip code needs to be entered separately. This is different from Vonigo where you could enter a comma separated value list of all your territories and have them reflected as separate values.

• Zones were not assigned to technicians

  • After zones are created, they need to be assigned to technicians. Best practice is to either put all your zip codes in one zone and assign that zone to all technicians or to create multiple zones, assign a primary to the respective technician, and then put all other zones as their secondary. This ensures that the CRM will always show a technician as available to service that zone.