Posts

NEW - upcoming Canadian ST user group

Hello fellow CSRs and Dispatchers! Are any of you working in Canada in your role? I am working closely with @CassandraDMC, @MirandaMel along with a few other beautiful minds to create a ST group that is designed specifically for Canadian users! This ...

KhianaKlatt by Valued Contributor II
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  • 4 replies
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Who Wants a Sneak Peek? - New Dispatch Board!

Hey CSRs and Dispatchers! Would anyone like a preview of what's coming next in Dispatch Boards? The Dispatch Product team is working on a new Weekly Dispatch View and they would love your insights and feedback on an upcoming prototype test. The test ...

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asnow
by Valued Contributor II
  • 12399 Views
  • 76 replies
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That was a TOUGH call!! - CSR 'Lunch and Learn' this THURSDAY!

Have you ever got off the phone and thought, "UGH, that was a tough call," ? If so, then you're not alone. We all have tough calls, and we all struggle from time to time. The good news is, we can learn from every difficult call, and we gain new under...

asnow
by Valued Contributor II
  • 595 Views
  • 2 replies
  • 4 kudos

Your chance to give feedback!!

All right all my CSR and dispatcher friends... we have a COOL opportunity for you to let your voice be heard! Our User Research Team is looking for a few of our users (you) to give them some feedback on the ServiceTitan product and how to improve you...

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asnow
by Valued Contributor II
  • 1078 Views
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Regular Dispatch/Admin Meetings

Hey Dispatcher friends! We have a group member who is anxious to see what a typical weekly Dispatch/Admin meeting looks like. We are looking for a few group members that would: 1) Be willing to share an agenda 2) Be willing to do a virtual/zoom meeti...

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asnow
by Valued Contributor II
  • 508 Views
  • 0 replies
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CSR / DISPATCHER ROLES

Hi!! We are looking for insight on how others split the roles of CSR/Dispatcher.We are an HVAC / Plumbing / Remodeling Company. Looking for ideas / thoughts on having one person as CSR/Dispatcher for HVAC and another for Plumbing, or having one perso...

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Arieckert by New Contributor
  • 499 Views
  • 1 replies
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Send one email for bulk estimates

Please help vote When we send a customer several estimates - they receive several separate emails. Can we make it so when we send them their options (IE one repair estimate, three replacement options) they get it in ONE email? This would make it easi...

KhianaKlatt by Valued Contributor II
  • 1007 Views
  • 4 replies
  • 0 kudos

Please help vote!!

Greetings fellow CSRs! We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location i...

KhianaKlatt by Valued Contributor II
  • 451 Views
  • 0 replies
  • 1 kudos

Office calendar in ST!

We would absolutely LOVE to see an office calendar within ST. We will often add non-job events to office staff's lines so they remember what meetings they have. However, it would be so much more convenient to add jobs to office staff's lines. For exa...

KhianaKlatt by Valued Contributor II
  • 644 Views
  • 2 replies
  • 7 kudos

Dispatcher Goals

Good Morning,I am not a dispatcher however I am looking for what everyone suggests or follows for dispatchers. Do you have goals such as they need to call 40 customers a day and try to get them booked? We are hoping to add some guidelines and some st...

dianam8686 by New Contributor III
  • 566 Views
  • 1 replies
  • 2 kudos