Posts

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
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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 ...

1555637_2-9_Webinar_1080x1080-1_013023 (1).png
jbautista
by ServiceTitan Certified Administrator
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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
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Live Webinar: Turn Your Call Center into a Profit Center

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...

1555637_2-9_Webinar_1080x1080-1_013023.png
jbautista
by ServiceTitan Certified Administrator
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Phone Recording Attachment

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...

Service Titan CSR app

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...

jason_ho by New Contributor II
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Resolved! Email

What if we have a customer that does not use email, Can we skip that part of the log in process?

Phones Pro

Does anyone use Phones Pro? If so, what are good headset or wireless earphone recommendations?Thank you !

melaniehammond by ServiceTitan Certified Administrator
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