Collect the Right Info on the 1st Call 📞

[BrittanyB]

Hello Titan Fam! Do you sometimes struggle with your CSRs getting enough job related information before sending a technician out? We have a couple of tools in ServiceTitan that you can use to help your CSRs ask the right questions on the FIRST call. This will give them the confidence to book the call and know they are getting the right information, help your dispatchers to qualify the call and get it put on the right technician, AND make your techs happy later when they find that they have the information they need. 

Here is a Loom video. I hope you enjoy & find it useful!

https://www.loom.com/share/1e59a62fca314a648ce78fabec5f5ed5

💙🔧

[mquigley]

Wow the custom fields ! I had the job summary template in place, but I didn't think about how useful the custom fields would be. thanks! 

[AbsoluteRob]

Very helpful

[brandy_a]

Brittany thank you for sharing this video! We have questions that pop up in the job summary based on the call type that is chosen, but I was unaware that we could create custom fields for our CSRs in regards to obtaining specific information on every call. There are things we train our CSRs on when they first start with us, but it is a lot of information for them to remember without having a bunch of sticky notes all over their screens. We will be implementing this feature! Thanks again!

[BrittanyB]

Hi Brandy! I'm so so happy this was helpful to you. I can relate to the sticky note game when you are taking a phone call. I hope this helps your team!

[asnow]

Thanks for the video Brittany! I love how you explained when it's best to use custom fields vs. questions in the job summary. 

[AmberC]

This level of efficiency is a game changer! 🙂