When we mark a lead as a follow up since we did not book the job there is no way for a CSR member to really know that, that follow up that was created should be booked from the follow up tab unless they know where to look. We think it would be helpfu...
Our ST is not recording manual calls. It shows us the call was made and we can attach it to a job but we are unable to listen to the call,
I see adding a note to an already booked job automatically closes the phone call bubble, so in the same way, we would love updating the job summary for an already booked job to do the same thing, where the system automatically excuses the call and ad...
I saw a post similar to this one from a couple years ago and was advised by tech support to rehash the topic. I just got done speaking with them about the setting that automatically changes jobs to "no charge" when an estimate is sold on the job, eve...
We have an automatic reply set up for after-hours, but I was wondering if there's some sort of temporary automatic reply we could set up for holidays that fall during our usual operating hours?
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...
| Subject | Author | Posted |
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| 11-26-2024 01:37 PM | ||
| 11-13-2024 07:21 AM | ||
| 09-16-2024 01:14 PM | ||
| 07-29-2024 07:42 AM | ||
| 07-25-2024 06:45 AM |
