Call Booking
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Posts

Online Booking Rates

We have noticed a decrease in our online booking rates as we get into our busier months, even after following up 3 times with the customer. What are your average online booking rates looking like per month or even per week?

jcarroll by New Contributor
  • 836 Views
  • 0 replies
  • 0 kudos

Resolved! Offering to put credit card on file

Does anyone have a set spiel that they have their dispatchers use to offer to put a customers credit card on file? Also to ask how the customer will be paying before the tech goes to site?thanks!

Job Type & Business Unit Fields on Job Booking Screen

If we accidentally click in the box but aren't ready to select a job type or business unit, can you make it so we can clear the field? The other fields that are set up to populate based on these choices create confusion and extra work to correct. For...

pldismai by New Contributor
  • 717 Views
  • 0 replies
  • 2 kudos

Week Prior Customer Reminder Notifications

YES! This is so needed within Service Titan. The day prior many customers knee jerk and reschedule as they didn't plan. A week prior reminder, then the day before is perfect especially for us that schedule out our PMP's a year in advance. Please cons...

buzzneil by ServiceTitan Certified Administrator
  • 1109 Views
  • 0 replies
  • 2 kudos

Double and triple Maintenance - overbooking issue

Hello, We end up overbooked because our CSRs will book double or triple maintenance, but it only allows them to use one 2-hour window to book the call. We then do not have the space to stretch that call out to 2 windows to give the technician ample t...

lmacneil by New Contributor
  • 3155 Views
  • 5 replies
  • 2 kudos