03-29-2023 05:38 AM
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.
03-29-2023 09:53 AM
If you'd like the schedule assistant feature turned on in your account, reach out to the CSMteam@servicetitan.com
03-29-2023 11:26 AM
What a fantastic Article!!! Great tips for any CSR even the rookies like me 😂 Some of this I wasn't aware was an option!!! Learn something new everyday!! You're the best!
03-29-2023 11:30 AM
Awe thanks! I'm glad I could help. It's always great to learn new tips from others. I know I appreciate what I've taken away from others here in the community too. 🙂
03-29-2023 09:54 AM
Great tips @KhianaKlatt ! Mind if I share them on the blog so they are easy to locate in the future?
03-29-2023 11:23 AM
No problem at all! Thanks for asking. 🙂
03-29-2023 07:24 AM
@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. 🙂
03-29-2023 11:25 AM
I haven't ever seen this on our booking screen either!! Thank you for sharing Ill be inquiring about this too!!!
03-30-2023 07:28 AM
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!
03-29-2023 08:43 AM
that option isnt visible on my screen either. I will check into seeing if that is a setting already in service titan or if it is extra. thank you for the visual
03-29-2023 11:24 AM