Posts

Booking follow up calls and training

We are booking our technicians for training in the mornings and on the dashboard it is counting this as an opportunity for the them. It is the same thing for booking follow up phone calls. I am trying not to affect their metric numbers. We currently ...

dphilcox by New Contributor II
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CSR dashboard

Just curious in the dashboard under the csr calls....are the number of calls that it logs on there inbound calls? are those the inbound calls that you have done total or is it just the inbound calls that you booked into a job? Thank you!

kelly7 by New Contributor II
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Booking a job off sold estimate

Currently we are booking our return job off of sold estimates for job that could not be completed same day. In doing so, the invoice that the technician writes up in his summary does not get applied to the invoice from the initial job and puts it int...

dphilcox by New Contributor II
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Service Titan CSR app

The Service Titan app is designed for Technicians. If you are not a technician, you cannot sign into the app. If Service Titan does not want to allow this, it would be great if they created a CSR App. One that would allow easy access to dispatch boar...

jason_ho by New Contributor II
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  • 2 replies
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Phones Pro

Does anyone use Phones Pro? If so, what are good headset or wireless earphone recommendations?Thank you !

melaniehammond by ServiceTitan Certified Administrator
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  • 4 replies
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Service Titan Chat

Service titan chat needs to record closing time stamps, please please vote here!! https://community.servicetitan.com/t5/Ideas/bd-p/ideas

danielle14 by New Contributor III
  • 906 Views
  • 1 replies
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