Workflow for Automating Follow Ups ✨

BrittanyB
Contributor II

Hello Titan Fam 💪 I wanted to share a workflow I came up with for a customer of mine who was struggling with keeping on top of the day to day. Task management is a great tool for to-do list items, but we needed a way to automate this process - especially when it came to communicating needs from the field back into the office.

Here is a loom video of the process! I hope that it helps you and your company in the way it has helped many of my clients!

https://www.loom.com/share/45867ab638364c93b0ab1b1561ecb7ce

 

Customer Advocacy Specialist at ServiceTitan
Director of Memberships at LadyTitans
ServiceTitan CSR/Dispatcher Group Moderator
5 REPLIES 5

Nwoodard0923
New Contributor III

Thank you Brittany, that was awesome!

asnow
Valued Contributor II

Amazing!! Keep the awesome tips coming Brittany!

rstare
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Great stuff as always @BrittanyB 

CHunter
New Contributor II

Super helpful video! I love the parts order form, auto generated tag and report scheduled showing what parts need to be ordered. I had never thought about the custom dashboard but that is a great idea! Thanks for sharing.  

AmberC
Contributor II

Love this @BrittanyB🙂