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...
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...
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...
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.
