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CSR Ride-A-Long

lizb
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hello all. Wondering if anyone does Ride-A-Longs with their CSR's? Do you have a script or writen procedures on it? Just looking for a guideline for them. 

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dkim
New Contributor II

We are having our CSRs ride along with Techs next week to have them better understand the field operations and reduce frustrations between "us and them". I dont have any specific procedures other than listen and observe. Happy new year!

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2 REPLIES 2

dkim
New Contributor II

We are having our CSRs ride along with Techs next week to have them better understand the field operations and reduce frustrations between "us and them". I dont have any specific procedures other than listen and observe. Happy new year!

jolson1
New Contributor III

Interested in hearing more about those of you who do this!