We have a job type for Phone Call Follow Up, meaning a physical visit is not necessary, just a phone call is needed. The issue with having it be a job type is that it must get dispatch and arrived to close out completely, or else it will be left in t...
Since the update, the Recurring Service appointments are not saving the "from date" unless you click the date on the calendar. If you type in the date without clicking it on the calendar, even when its properly formatted.
Record outbound calls before entering info: It would be great to be able to record an outbound call before adding customer information. We often get after hour calls from our call center where the customer is leaving a number an declines to leave all...
Suggestion:When listening to phone calls can you make it so an employee can only listen to their own recordings while management can listen to all.
We have been working on a way to utilize our salesman's schedule. Currently we are using outlook to do so but would love to get rid of outlook as our calendar app and utilize service titan. It looks like as though there are some good bones in the sch...
Question. Would like to know which would the correct way be to update a property that has been sold. Scenario.. customer sold home home. Have created a new customer account for the new homeowner have updated previous account from old homeowner to new...
I have not figured out a way to classify calls related to an existing job without either having to a) manually change something on the job page, or b) go back to the dashboard/agent score card to classify it. Being able to classify it as related to a...
We are an HVAC and Oil company. We have plenty of customers who call us about oil delivery but do not use any of our other services. We are trying to figure out a solution so that CSRs can mark these calls as booked without having to create a new job...
Hello all. Who is using advance capacity planning? I am trying to get ours up and running I have all of the configs done per my knowledge but my available hours does not change as I book calls. what is odd is it reports correctly to schedule engine a...
Wanted to share this win from Schedule Assistant. We have been trying to really format our call screen to utilize schedule assistant because I think it will save the CSRs a lot of time on scheduling inspections in the future when there are few gaps. ...
