I need your best suggestions!

[ChelseaTitan]

We are learning new ways to make Service Titan work in our workforce to increase our communication.  

Other than task management, what is your best suggestion for keeping track of customers calling in for follow-ups?

I promised my boss I'd post this - I really think Task Management is the answer.

Thanks in advance 🙂

[RandiThompson]

Are you trying to track the reason for the incoming call?

[ChelseaTitan]

I think I'm going to dive in this week and make Task Management my new best friend.

[Chayo80]

We use Follow up tab and Task Management on daily basis to keep track on everything. I also have scheduled report on daily and weekly basis so nothing falls through the cracks. To communicate with techs we use the Content Portal and schedule weekly updates 

[MirandaMel]

Task management is definitely one way to do it, but the Follow Up tab might be a nice compromise between the two of you!  If you create leads, then you can track them much better in Follow Up than in Task management.