In our dispatch we do have a wait list we all keep on paper and pen, so we decided to utilize Service Titan for these types of call. Most of the time we get to these calls, but sometimes we can't help them.Here's the workflow I created that helps our...
We are always sharing great tips and ideas for dispatchers in our Community CSR / Dispatcher group. Over the next month, we will adding additional resources and materials to help dispatchers be successful. This week I shared 4 tips within ServiceTita...
None of our employees work 9-5 shifts. Why is this the only default option? My techs work 7-4 my office works 8-5 and we work shifts 8-4. There needs to be flexibility.
We want to start using the Map more and I see some other posts with regard to filtering the information showing on the map. I am wondering if anyone knows if there are any Vehicle GPS systems that can integrate with Service Titan for more real time t...
If you haven't joined our CSR / Dispatcher Group here in community, we'd invite you to join. A couple of weeks ago in the group, we shared an article on nine best practices on how to effectively schedule technicians. We are going to take a deep dive ...
The estimate process has some new issues. I'm seeing the estimate becoming unstable with having to exit and come back in to get stability back. If I drag an item on the estimate line location, it's about guaranteed to lock out any new activity.
I think it would be great if the text reminder verbiage could be based on business unit. For example, we give time frames on maintenance appts, but don't always provide a time frame for Demand (problem) calls, especially when we get very busy. We cur...
We are struggling with how to handle any pending jobs. i.e. A technician has requested another appointment, the parts are on order, maybe we need to wait for some weather to clear. Since the invoices have items on them, we can't mark them as unassign...
Why can’t the dispatcher see the entire summary if we block off a time on the dispatch board? This cuts off for the dispatcher after a certain number of words and can’t see everything we type.
Is there anyway to edit a past non job event for a tech after they are deactivated?Or even show the tech on the dispatch board when looking back historically for when they were here?i.e. something listed as unpaid that should be paid prior to payroll...
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