HTML formatting
Suggest adding the formatting tool to job bookings and estimates.
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!
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 ...
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...
Add a call back (recorded) option for calls not associated with a client
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.
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...
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...
Resolved! Email
What if we have a customer that does not use email, Can we skip that part of the log in process?
Alert for booking job in the past or without an assigned technician
It would be so helpful if ST created an alert pop up that comes up like "Are you sure?" when you book a job in the past. Also would be helpful if they did it for jobs booked without a technician assigned to it, but I could see where it would be annoy...
