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!
In case you missed it, below is a recording of the webinar "Turn Your Call Center into a Profit Center." On this webinar, Principal Industry Advisor Angie Snow explains how you can empower your CSRs to increase their booking rates and dispatchers to ...
We are experiencing soooo many issues with creating follow ups and converting them simply because there is no way to attach follow ups to customer files. If a tech asks us to call someone for a replacement opportunity and the customer doesn't pick up...
When we mark a lead as a follow up since we did not book the job there is no way for a CSR member to really know that, that follow up that was created should be booked from the follow up tab unless they know where to look. We think it would be helpfu...
We have a job type for Phone Call Follow Up, meaning a physical visit is not necessary, just a phone call is needed. The issue with having it be a job type is that it must get dispatch and arrived to close out completely, or else it will be left in t...
I have not figured out a way to classify calls related to an existing job without either having to a) manually change something on the job page, or b) go back to the dashboard/agent score card to classify it. Being able to classify it as related to a...
Is there a way to block Spam calls through ST? Or mark a number as spam so it automatically gets the Spam reason on the Close & Classify screen.
This relates to booking integrations (not calls) that come through the same call calls screen. We have integrated website leads to come into Service Titan as bookings. Unfortunately, there is nothing to prevent any user from dismissing a booking and ...
Hello! I'm curious to know how everyone has their call reasons set up.We're diving deeper into our call booking metrics and I'd like to hear/see what practices you are using.What call reasons are leads? Which are not?
So we are trying to streamline some of the Call Booking Processes to our lead dispatcher. we were trying to find a way that would set an alert based of the call reasons. As in , if someone in the office takes a customers call and they are unable to b...
