Call Booking

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Ountbounders and thoughts

Just curious who here has CSR's that are strictly outbound callers? Right now, our CSRs are handling both and I feel like the out bounding is getting a bit neglected. If you do have out bounders, what does that role look like? What expectations do yo...

amandaz88 by • ServiceTitan Certified Administrator
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Setting Alerts to Call Reasons?

So we are trying to streamline some of the Call Booking Processes to our lead dispatcher. we were trying to find a way that would set an alert based of the call reasons. As in , if someone in the office takes a customers call and they are unable to b...

user_f54 by • New Contributor II
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Outbound calling with extensions

We're having an issue with outbound calling. Our desk phones have extensions, those extensions are programmed into the employee profiles, and it's not calling the extension. Any ideas?

JessicaSmith by • ServiceTitan Certified Administrator
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CSR-taking a call for a job that is already booked

Wouldn't it be nice to be asked when taking a call from a customer that already has a job booked.... Do you want to tag this call to a job? Then even if the customer has multiple jobs with us I can choose which job I want just like i can in the aband...

titanz1 by • New Contributor II
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Call screen

I was trying to book a customer. I put in their address, and nothing came up. Put in their names, and nothing came up. We have been out there several times. When I went to just create a new customer and hit save, it told me the customer address alrea...

ilenab by • ServiceTitan Certified Administrator
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Manual call reporting- need votes!

Hey! This idea is not mine but I voted on it, so I got a notification that it got moved to "needs community votes" status. If this sounds like something you want, be sure to go vote on it! COMMUNITY-I-938Manual Call ReportingConsider making all manua...

JessicaSmith by • ServiceTitan Certified Administrator
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Need Help Engaging Your CSR's? Let's Talk About It..

Every month, LadyTitans (a Women's Empowerment group), gets the pleasure of bringing out the women and allies of the trades come and speak about leadership, business operations, mindset and so much more! In last month's meeting, we dove deep with Ren...

SGhirard by • Contributor II
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dispatch Notifications

Hello,I am having a problem that I am hoping you can help me with. For the dispatch notifications we are able to let customers know when we are on the way, which is great btw. But one thing I have notice that is causing a problem is when a tech goes ...

laulauga by • New Contributor
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Replies to Appointment Reminders

Where do I find appointment reminder replies from customers who: 1) TEXT back to our appointment reminder sent via ST? We currently have the chat feature turned off, do we need to turn it on? If so, what is the impact of turning the chat feature on?2...

vtadros9 by • New Contributor II
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Schedule Assistant - Drive Time & Miles Caluculation

Hi - is anyone else experiencing issues with Schedule Assistant not calculating the correct drive time and miles? I checked the address on the job I was booking and the job before it and neither one was needing an address validation. It's either over...

kdaggett by • New Contributor II
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