The link below goes to an idea I posted on the community ideas page. It is in regards to estimates that are emailed to customers. The customer is able to sign the estimate electronically BUT not able to pay when they sign. The way it is set up now, t...
We have a special blog post writer! On Tuesday(3/7/23), keep an eye out for a new blog post on 'The Blog' from one of very own CSR/Dispatcher Group members. You are in for a treat from @Zakw! Zak is a head dispatcher for Eagle pipe and mechanical in ...
Hello fellow CSRs! Our HVAC company has it set up so every single customer has recurring services set up for their furnace and AC maintenances. Our plan members are set up to get automatic SMS messages reminding them to book in. All of our non plan m...
I'm so excited to see all of you in 1 HOUR!! (11:30 am PT / 2:30 pm ET) Join us by registering here. It will be a virtual zoom meeting where we will all get a chance to meet and learn more about each other! Can't wait to see you soon!!
Jumping on here to give a big birthday shout out to our amazing moderator - CONNER!! Hope your day is awesome! Leave your birthday wishes below!
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,...
Would love to hear what metrics you are looking at for your bonus pay-outs. Thank you! cc: @BrittanyB
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...
Angie and I were talking the other day and had a question we wanted to hear from you all on. Is your call center experiencing more inbound or outbound calls right now?
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...
