Posts

Resolved! Customer's thinking we are a scam

Good morning everyone!As the main CSR in our HVAC company, I make a lot of outgoing calls. When I call customers to remind them to book in their maintenance or to book them in for a recall the trouble I have been finding is many people are super hesi...

KhianaKlatt by Valued Contributor II
  • 2017 Views
  • 5 replies
  • 1 kudos

Resolved! Arrival Windows

Has there been any thought to creating an arrival window labeled first call. So many companies only guarantee the first call of the day which is a set time. Can we create an arrival window label first call instead of an actual time or is there a work...

Jimb1979 by New Contributor II
  • 2096 Views
  • 5 replies
  • 2 kudos

Booking Widget - Adding additional form fields

Hello, It'll be useful for streamlining operations to be able to add/delete form fields for the booking widget. There are a lot of use cases where the company may want to ask additional questions or not ask questions that are pre-defined in the embed...

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Jesus-M by New Contributor
  • 1003 Views
  • 2 replies
  • 2 kudos

Idea post - Ability of customize log templates

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...

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AKUMP by ServiceTitan Certified Administrator
  • 1887 Views
  • 3 replies
  • 1 kudos

Booking follow up calls and training

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 ...

dphilcox by New Contributor II
  • 1799 Views
  • 5 replies
  • 0 kudos

CSR dashboard

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!

kelly7 by New Contributor II
  • 1304 Views
  • 2 replies
  • 0 kudos

Webinar On-Demand: Turn Your Call Center into a Profit Center

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 ...

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jbautista
by ServiceTitan Certified Administrator
  • 1259 Views
  • 0 replies
  • 2 kudos

Booking a job off sold estimate

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...

dphilcox by New Contributor II
  • 1401 Views
  • 3 replies
  • 0 kudos