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Call monitoring software

I am a call center manager for an HVAC company, I am looking for software that works with service titan and primarily gives us the ability to live monitor agents screens and what is being done on their screen. What are some suggestions around this fo...

Resolved! Customer Loyalty Program

Looking for best practices & how HVAC companies are setting up the loyalty program in ST. Specifically:How are you awarding/accumulating points?How many points is each dollar is worth?Are you awarding points only to customers who maintain a membershi...

Jase1000 by New Contributor III
  • 3363 Views
  • 6 replies
  • 1 kudos

Pop Up Messages

Hello everyone,Is it just me, or does anyone else out in the Titanverse become annoyed with the amount of Titan says pop ups? Some of them are useful, but it would be wonderful not to have so many of them.

Resolved! Upset customer

How do you best handle upset customers who are very upset because the clients don't deal with them appropriately? For example, keep canceling appointments, never call back, and fix things only to have them break again in a couple of days.

Nige
by New Contributor
  • 1648 Views
  • 2 replies
  • 1 kudos

Resolved! Feedback on Service Titan Platform and Communication Features

I recently joined Service Titan, and so far, I'm not impressed. There are a couple of things I've noticed, particularly with emails. I want to customize template emails for estimates, invoices, and customer experience feedback. However, I'm unable to...

ms1 by New Contributor
  • 1708 Views
  • 2 replies
  • 0 kudos

Resolved! Bypass the automatic training

Is there a way to bypass the automatic training on ST for a new employee that is assigned to the CSR roll. It not needed as we hired a new girl that came from another company that used ST for the past 6 yrs and she is VERY well trained already.

Adjusting Notifications & Labels for Contact Information

Can we please bring back the ability to adjust the notification setting for the same phone number or email on both the customer & location card? Can we also have the same option when we change the tag label for a specific phone number or email? Servi...

angelpham by New Contributor
  • 970 Views
  • 1 replies
  • 5 kudos

Resolved! Zone Calendar for Appointment Tracking

Simply put, I am curious if there is a function in ServiceTitan that would allow us to have a large view calendar of overall routing areas for a month or two (or as far out as needed), and be able to see what tech is in what area, how many appointmen...

Google Sheets Calendar.png
ajbradt10 by New Contributor II
  • 1367 Views
  • 2 replies
  • 0 kudos