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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
  • 589 Views
  • 2 replies
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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
  • 1056 Views
  • 4 replies
  • 2 kudos

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
  • 485 Views
  • 0 replies
  • 3 kudos

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
  • 487 Views
  • 1 replies
  • 1 kudos

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
  • 988 Views
  • 4 replies
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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
  • 447 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
  • 636 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
  • 559 Views
  • 1 replies
  • 2 kudos

CSR Lunch and Learn Recap - Confidence

Hey friends! Thank you to those who were able to join our Lunch and Learn meeting today. I appreciate your attendance! Also, a big thank you to @BrittanyB and @emsmith for helping us in our breakout rooms. These calls are for YOU, so I was happy to h...

asnow
by Valued Contributor II
  • 1329 Views
  • 7 replies
  • 5 kudos

Remember our CSR Group Monthly Lunch and Learn TOMORROW!

Hello amazing CSRs, Dispatchers and Managers!! I'm very excited to meet with all of you tomorrow at 11:30am PT / 2:30 pm ET! We will be talking about how to increase your confidence in your current role! Make sure you're registered for the call, or c...

asnow
by Valued Contributor II
  • 799 Views
  • 4 replies
  • 6 kudos