Team Training

samuels12321
New Contributor II

Greetings! Our company just implemented Service Titan last week and welcomed a new receptionist onboard. We're currently looking to assess the progress of their training, but we're unsure about accessing this information post the go-live phase. Any guidance or advice would be greatly appreciated!

4 REPLIES 4

KristinS1
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I also am a huge advocate for the Next area.  In that area you can listen to calls and then try booking a call using that information and then give feedback on what the trainee does.  

Kristin Smith
Covenant Plumbing

StephanieGreene
New Contributor III

Good Morning, You will want someone with administrative permissions to go to the following section of Service Titan.

The below will give you an overview on the progress of the assigned training. 

Academy>>Admin>>Users>>Users>>"Select Individuals Name">>User Transcript(Located on the right hand side in blue under "Actions")

I highly recommend familiarizing yourself with all of the options located on this page under "Actions" Hope this helps.

 

Sincerely, 

Stephanie Greene

 

mimiwarn
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We use the ServiceTitan Academy when we have a new CSR. You can assign various different lessons along with assessments to see how they are absorbing the information. 

Mimi Warner

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi, @samuels12321, and welcome to ServiceTitan Community🎉 Would you clarify if you're referring to general training or if there is a specific product area you're looking for?