Posts

CSR KPI's

Hello Masterminds! I have been managing the CSR's here at SeaTown for a little over 3 years, and I have been keeping track of KPI's the whole time. We use the external Dialpad App (not the embedded Phones Pro module). I find all my numbers in various...

ryanhals by New Contributor
  • 2090 Views
  • 6 replies
  • 4 kudos

Watch this 10 Minute Walkthrough of Custom Dashboards

I hope your week is going well! There was a great post last week about using Custom Dashboards in ServiceTitan by @KhianaKlatt ! Go take a look at that post to learn more about Custom Dashboards and watch the below video to see what it looks like. Pu...

CWilkins
by Contributor
  • 1126 Views
  • 2 replies
  • 2 kudos

Resolved! Creating own dashboard

I learned that we can create and design our own dashboard in Service Titan! How cool is that?! I want to complete some training on this before I dive in but definitely a back burner project I'd love to try! Have any of you created your own custom das...

KhianaKlatt by Valued Contributor II
  • 2780 Views
  • 9 replies
  • 2 kudos

Resolved! Ordering parts workflow

Hello fellow CSRs and dispatchers!As CSRs I know we often take on a wide variety of roles. I am wondering how your office workflow runs. Do the CSRs or someone in the office order the parts for the technicians service calls as well as restocking or d...

KhianaKlatt by Valued Contributor II
  • 3054 Views
  • 9 replies
  • 2 kudos

Resolved! Features that you would love to have

Brainstorming with my field technicians this morning and we were talking about ST features we'd love to have. The one that came up unanimously was to have ST automatically send out the invoices. I don't know if that is possible, or perhaps even somet...

Zakw by Contributor
  • 1812 Views
  • 4 replies
  • 2 kudos

Job Summary Field

Whew! I made the cut for our Favorite Things - 12 Days of Titans! Of course I had to highlight the job summary field. It's my favorite thing to help CSRs remember the right questions to ask! https://community.servicetitan.com/t5/Blog/My-Favorite-Thin...

asnow
by Valued Contributor II
  • 725 Views
  • 1 replies
  • 2 kudos

Our FAVORITE THINGS at ServiceTitan

Big shout out to @JessicaSmith for her 12 Days of Titan Favorite Things video!! https://community.servicetitan.com/t5/Blog/My-Favorite-Thing-About-ServiceTitan-Day-7-Call-Recording/ba-p/22685 I couldn't agree more with this! Prior to ServiceTitan I h...

asnow
by Valued Contributor II
  • 681 Views
  • 1 replies
  • 2 kudos