Posts

Resolved! Change Color of Call Bubbles

Has Service Titan thought of adding a feature where you can change the color of the call bubbles? We have multiple queues, and often a call will sit unanswered but it is for another department. It would be a huge help if we were able to have differen...

AndreaF1 by New Contributor II
  • 1663 Views
  • 6 replies
  • 9 kudos

It's almost time!! Lunch and Learn today!

Hi friends! I am so excited to see you all in a couple of hours! CSR/Dispatcher Group Lunch and Learn is today at 11:30 a.m. PST / 2:30 p.m. EST To join us, simply register here for the zoom link. You'll be registered for all of our upcoming lunch an...

asnow
by Valued Contributor II
  • 1701 Views
  • 12 replies
  • 5 kudos

Zapier

Does anyone have a Zapier they would like to share?

CNorman-GDM by ServiceTitan Certified Administrator
  • 1547 Views
  • 6 replies
  • 1 kudos

CSR/Dispatcher Meet & Greet - Register for March 23rd!

Hey AMAZING Call Center friends, We had an incredible call last month! It was fun to get to see so many of you up close and personal and learn more about you and your companies (even if it was virtually). I want to make sure we create momentum with t...

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asnow
by Valued Contributor II
  • 2033 Views
  • 8 replies
  • 4 kudos

Resolved! Estimate emails dropped - New idea!

Hey everyone! I have noticed as I do our followups that I have had some customers who aren't receiving our estimates via email. When I go back and check the audit trail it shows that the estimate emails have bounced or been dropped. I created an idea...

KhianaKlatt by Valued Contributor II
  • 2321 Views
  • 8 replies
  • 1 kudos

Be part of our next CSR podcast!

In a few weeks, I’m joining Jackie Aubel on Toolbox for the Trades to record a special “Toolbox On Call” episode where we’ll answer your call center, CSR, and customer service questions! Simply call (818) 600-7185 and leave a brief voicemail explaini...

asnow
by Valued Contributor II
  • 836 Views
  • 3 replies
  • 6 kudos

Estimates via Email

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...

H_Imbach by New Contributor III
  • 969 Views
  • 4 replies
  • 1 kudos

Check Out 'The Blog' Next Week! We Have a Guest Writer!

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 ...

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CWilkins
by Contributor
  • 528 Views
  • 0 replies
  • 0 kudos

Following up on recurring services

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...

KhianaKlatt by Valued Contributor II
  • 855 Views
  • 3 replies
  • 2 kudos

CSR / Dispatcher GROUP: Meet & Greet TODAY!!

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!!

asnow
by Valued Contributor II
  • 2165 Views
  • 8 replies
  • 1 kudos