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. ...
I am really pushing my CSRs to use Schedule Assistant more! It has been really helpful, but there are something that I think will make it quicker to use.https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-1980I would love to be able to set ...
It would be helpful if the tags on the customer profile would auto populate for each service location added under the customer profile when creating the new location. When adding a new location, it doesn't give you the option to add tags. Even after ...
Has anyone else noticed an influx in spam texts recently? I "blocked spam" on a bunch from over the weekend and my customer service manager tells me she's noticed a jump in the number we're receiving!
All of a sudden, our arrival windows are now separated by business units. We did not change any settings. All window times are set to "All Business Units". Our arrival windows are the same, regardless of business units. Can we change this back to how...
It is great that we can now do bold, italics, etc in our job summaries... BUT not across all of ST. You can't use enriched text in setting up your job type's preset summaryYou can't do it in a job booking on the call screenOn the job page, if you use...
