Created a community idea, COMMUNITY-I-2937 - Give a vote if you can! When calling out on recurring services in memberships there is a button to log a follow up. Next to that button there is a drop down list of log templates with options like Left mes...
We are booking our technicians for training in the mornings and on the dashboard it is counting this as an opportunity for the them. It is the same thing for booking follow up phone calls. I am trying not to affect their metric numbers. We currently ...
Suggest adding the formatting tool to job bookings and estimates.
Just curious in the dashboard under the csr calls....are the number of calls that it logs on there inbound calls? are those the inbound calls that you have done total or is it just the inbound calls that you booked into a job? Thank you!
In case you missed it, below is a recording of the webinar "Turn Your Call Center into a Profit Center." On this webinar, Principal Industry Advisor Angie Snow explains how you can empower your CSRs to increase their booking rates and dispatchers to ...
Currently we are booking our return job off of sold estimates for job that could not be completed same day. In doing so, the invoice that the technician writes up in his summary does not get applied to the invoice from the initial job and puts it int...
We call these clients back there are in abandoned or not customers, but there is no way to call out of Service Titan or to have those called back recorded.
On this webinar, join Principal Industry Advisor Angie Snow and learn how you can empower your CSRs to increase their booking rates and dispatchers to maximize revenue by turning them into sales pros. CSRs are the voice of the company and need to mak...
We have noticed that when a customer calls in and has multiple locations listed on their file, instead of attaching to the specific location we click on, it attaches to all of the locations. Is there any way in the near future that it can attach sole...
The Service Titan app is designed for Technicians. If you are not a technician, you cannot sign into the app. If Service Titan does not want to allow this, it would be great if they created a CSR App. One that would allow easy access to dispatch boar...
