Posts

Sales Appointments

Can notifications be sent to comfort advisors when a new appointment is scheduled? A text to their phone would be ideal.

Resolved! New Hire Videos?

We are looking to onboard a new CSR. I would like to know if there is a video that we can show them on how the system works and what they will be looking at when they start? Or better yet a "test" for someone who claims to be experienced or fluent in...

AllenP1 by New Contributor II
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Resolved! Technicians Receiving Emails for Every Dispatch

Does anyone have an option where the technician does not receive an email for every dispatch? These emails needlessly clog up an inbox, and can bury important emails that are sent to a technician. Thank you in advance.

t_joner by New Contributor III
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Calls counting against tech's stats.

When I am looking at technician productivity reports and I see an estimate closed out as "no sale" or "nmt", But then 2 days later, we see the call again on board with the estimate sold. Should this not go back and attach or change original call from...

Marshall by New Contributor
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cancelled calls

Is there a way to make the cancelled calls red or greyed out when you are on the customers account? We have to click in them and see that the call was cancelled. It would be GREAT if you could tell if the call was cancelled before clicking into the c...

Help us improve our workflow 🙏

This is a two step question:1) Currently, our company doesn't have a set warehouse staff yet so we have our technicians picking up our POs and completing returns. I have set up our main suppliers customer profiles in ST and book jobs on the techs for...

KhianaKlatt by Valued Contributor II
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Resolved! Classifying Calls?

Howdy everyone!At one of the sessions at Pantheon, the speaker spoke about "classifying calls" at either the end of the day or end of the week. I dont remember her name unfortunately.What exactly does this mean? How does this help? How is it done?I a...

ssiegfri by New Contributor III
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Looking for Dispatch Pro Discussion at Pantheon

Hello ServiceTitan Community!I am reaching out here to see if anyone is successfully using Dispatch Pro today, and would be interested in meeting up with me and a few colleagues to talk about how you got set up, what were some pain points or adaptati...

emilyramirez by ServiceTitan Certified Administrator
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Mobile Dispatch

Hello all,My company has recently switched over to ServiceTitan software and we are all still learning the in's & out's. My lead technician had approached me this morning and requested that I add the full dispatch for the day to his mobile app. After...