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Seeking Best Practices for Scheduling Service Calls

This was a message shared by @AlexPhylactou on the Call Booking Discussion board. Wondered if you could all share your thoughts with him? --------------------------------------------------------------- Hope y'all are doing great! So, here’s the deal....

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by Valued Contributor II
  • 139 Views
  • 7 replies
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WANTED: Call Recordings of UNBOOKED Calls

Call Center Managers, I am in search of call recordings for "unbooked" calls... aka calls that are "classified as a lead that was not booked." What am I doing with these calls? These calls will be used for training purposes AND to test a new feature ...

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by Valued Contributor II
  • 288 Views
  • 3 replies
  • 3 kudos

CSR/Dispatcher Monthly Lunch and Learn - MOVED TO NEXT WEEK!

Hello CSRs and Dispatchers! One of my favorite days of the month is when we get to meet together LIVE and learn together. This week I'll be attending the ServiceTitan Marketing Summit in Salt Lake, and so we are moving our Lunch and Learn to NEXT wee...

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by Valued Contributor II
  • 229 Views
  • 2 replies
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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...

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by Valued Contributor II
  • 357 Views
  • 2 replies
  • 4 kudos

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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by Valued Contributor II
  • 551 Views
  • 4 replies
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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...

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...

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...

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...

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by Valued Contributor II
  • 825 Views
  • 7 replies
  • 5 kudos

Creating a comfortable work space

Hello CSRs!We are often told that we should make our work space enjoyable. We spend more time here than at home after all probably! Having an inviting and calming workspace can increase productivity and help us sound more calm/cheerful on phone calls...

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