Posts

REGISTER NOW: CSR/Dispatcher Group - MEET & GREET next week!

We are so excited to host our FIRST Meet & Greet in this group! We have over 250 members and we'd love the chance to meet each of you! Please save your spot by registering for the event here. It will be a virtual zoom meeting, next Thursday, Feb. 23,...

CSR  Dispatcher.png
asnow
by Valued Contributor II
  • 3052 Views
  • 7 replies
  • 2 kudos

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
  • 3042 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
  • 1549 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
  • 3795 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
  • 4222 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
  • 2513 Views
  • 4 replies
  • 2 kudos