Hey friends! I get this question a lot, so finally made a video for it. If you're wondering how to build a CSR Scorecard into a Custom Dashboard, say no more. Check out my video below! CSR Scorecard in Custom Dashboard Let me know if you have any que...
How was everyone's Weekend?? What are your plans for this week? What is on your todo list? Preparing for our monthly call, how can we help you this month?
Just saw the new Weekly Dispatch Board feature has an early access sign-up option. https://community.servicetitan.com/t5/Dispatch/Ready-Set-Dispatch-Announcing-the-launch-of-the-new-Weekly/td-p/46921
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4917This idea involves Inventory. If you re-assign a technician from the dispatch board it does not ask you if you would like to update the inventory location, but if you re-assign from the j...
I have a quick question about dispatching and thought this may be a good place to ask it! I'm hoping someone can help. We have a technician who is just in training so we team him up with another technician and they go to the jobs together. I learned ...
I hope I can explain this! In our previous customer management software - we had a customer who is a contractor that we did a lot of work for at multiple address locations. (Unique addresses) ALL the locations have their own Homeowners. We no longer ...
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...
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...
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...
Brainstorming with my field technicians this morning and we were talking about ST features we'd love to have. The one that came up unanimously was to have ST automatically send out the invoices. I don't know if that is possible, or perhaps even somet...
