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Outbound Calls vs Manual Booked Calls and tracking

I have reviewed some older topics on this but there doesn't appear to be much new in the community on outbound calls.I am wanting to know how many outbound calls are being booked on a daily basis from my CSR's. I know I can get the manual calls booke...

MirandaMel by ServiceTitan Certified Administrator
  • 1603 Views
  • 2 replies
  • 5 kudos

Tags

Anyone else having issues with the tags not working? I am either trying to add a tag from the location and customer page and I am getting an error. Seems like after every update, something is not working. Very frustrating

Notifications

How do you keep a text message going out if you check no notifications, do you have to delete the number from the account? For instance, I have a dad and son, the dad is on the son's account because he goes there when his son can't to let the tech in...

Hard Customers

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
  • 719 Views
  • 1 replies
  • 1 kudos

equipment on invoice

I now need to manually enter equipment onto each install invoice. I use to be able to copy and past the equipment from the equipment list directly onto the invoice. ST no longer allows me to copy and then paste.Is anyone else dealing with this and wh...

lisamatz by New Contributor
  • 992 Views
  • 2 replies
  • 0 kudos

Resolved! Avatar ST Certified admin badge

I have noticed that other ST certified admins have a badge next to their name/avatar in their profile. I have completed my exam about 3 weeks ago. Is this something ST would automatically update or am I missing a step. Thank you in advanced.

RColon by New Contributor II
  • 1102 Views
  • 1 replies
  • 1 kudos