Earlier this year, I was asked to be a guest blogger for the Torch Network group. I thought I would share here, with other fellow CSRs, the post I created. I hope many of you can find it helpful!
Tips from a CSR!
Khiana Klatt, CSR/Dispatcher, ServicePlus Heating and Cooling
Working as a CSR/dispatcher can be overwhelming because we wear so many different hats in a day! What are some tips to help things run smoothly and to book in as many leads as possible?
Above all else, remember to have fun! This can be a tough job, there’s no doubt, but enjoy the connections you are making with your coworkers, customers and through your networking with Service Titan!
Solved! Go to Solution.
@TaylorC @H_Imbach When you are on the job booking screen and you see the box to choose your technician...it should say there "schedule assistant" with a little lightning bolt. If you click on there, it will help you set up the most convenient appointment! Please let me know if you have more questions. 🙂
So happy to have helped. Definitely ask to have this feature turned on so you can utilize it! It is great. I use it whenever I need a tech to pick up or drop off an item from a vendor. It helps me see who is in the area and who would be the best person to send. Saves us time and gas money for sure!