Resolved! Pantheon Recordings now available!
Did you miss out on Pantheon? Or not get to go to all the sessions you wanted to? Well now you can access all of the recorded content!!https://community.servicetitan.com/t5/Pantheon-2023/bg-p/pantheon2023
Posts
New Leadership Role
Hi there! Liz here from Redlands and Henry Bush Plumbing Heating and Air Conditioning. I have newly stepped into a title of CSR and Dispatching Supervisor and to be honest with you it is exciting but also daunting. I want to be sure that my team feel...
Custom Fields when scheduling...
I am really not sure how I missed out on this for so long...but in a Spark Session today, I learned I can make custom fields required for scheduling! HOLY COW this is a game changer! What are some of your favorite custom fields that are required when...
Marketing Pro Auto Campaign Advice
Okay, I am trying to get better at getting back into communities and not relaying so much on Facebook. haha (which I will probably post this on Facebook well)I am currently working on utilizing our Market Pro more. I love how much we can do...just ne...
Office space set up
Hello fellow Lady Titans! I hope everyone is doing well! We currently have on average 2-3 office staff in our office at one time but in the near future, this will be growing to 3-4. We are going to be bringing in another desk and are thinking of usin...
Residential Maintenance Memberships - DocuSign
Hi all,We currently Docusign all Membership Agreements (contracts) for customers, and it's quite labor intensive to do each one, as there are a lot of details to personalize. We have about 134 now, but we aim to have 500 memberships by the end of the...
CSR/Dispatcher Titles
Happy Holidays, Ladies!I need to hire for 2 positions for our office. One will be a CSR role and the other will have additional responsibilities like collections, entering vendor invoices, overseeing our maintenance programs etc. while answering phon...
Resolved! Question about the CSR and Agent Scorecards
If calls are classified correctly, according to the parameters that are set up in our ST, is there any reason to not have confidence in the Booking Rate? I classify my own calls, and they are double checked on a weekly basis. (Indeed, I am paid weekl...
Resolved! Auto generate purchase order numbers instead of using job numbers
Does anyone know if the system will auto generate purchase order numbers instead of using job numbers. I am looking to be able to give a random number for the technicians to purchase items needed for a job but I don't want to use the job number.
Resolved! Looking for Onboarding Assistance: CSR/Dispatcher Role
Good afternoon,We are in the process of bringing in another CSR/Dispatcher. I believe that ServiceTitan has the steps to follow in Onboarding a new CSR/Dispatcher, however, I am not able to find them.Any help, suggestions, or assistance with where to...
Resolved! Snow Managment
Good Morning!Any of you use service titan for snow management? We currently are using memberships for our monthly snow contracts, but we do have customers that will pay per the storm. Looking to see how everyone uses ST to help track time etcThank yo...
