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Capacity Scheduling

hattiema
New Contributor II

Does anyone use the capacity planning feature and is it beneficial once you get it going? 

6 REPLIES 6

Anne1
New Contributor

We would like to try this! However, we found out we can only assign one business unit to a technician and we have several that do service and installs and new construction. Some also do gas plumbing. How do you all work with this?

Zachkays
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You can group BUs in this case so it will still work

Intelligent Design Air Conditioning, Plumbing, Solar, & Electric
Tucson, AZ

mhorowit
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hi- Yes. We use it and have been for over a year now. We love it and it saves the CSR's so much time during the day as well as training new CSR's. We were hesitant at first and have never looked back. We are so happy we made the decision to use it.  

Are you using Ideal booking percentages? 

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Yes! It saves your CSR's time trying to look at the board and decide if and when there is availability. Also allows for accurate web and google bookings. It does require some maintenance like making sure shifts stay accurate and up to date and holiday shifts are scheduled to block off time. If you know a heat wave is coming and need to leave room for emergency service you can manually reduce capacity also! 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

Zachkays
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We use it when you take your time and set it up correctly it helps makes scheduling faster and more accurate for online booking. I would recommend reaching out to your CSM or setting it up with the KB article to make sure everything is in place. Use the Article to help -  https://assets.ctfassets.net/3q1a0w8cwuwf/2M6iZz5dz2KJBVlSBFQzWS/9c9cf6419aa3756898b98045eeae4b88/AC...

 

Intelligent Design Air Conditioning, Plumbing, Solar, & Electric
Tucson, AZ