Resolved! Offering to put credit card on file
Does anyone have a set spiel that they have their dispatchers use to offer to put a customers credit card on file? Also to ask how the customer will be paying before the tech goes to site?thanks!
Posts
No arrival windows?
Hey everyone!We're exploring the option of removing arrival windows and just booking clients for a specific day. Our current arrival windows are 8-10 and 1-5. Does anyone currently not use set arrival windows? If so, what are the pros and the cons? I...
Texting a customer
Hello,When we provide services to a customer sometimes we have to contact them via text. I feel as if there should be a, update that allows you to enter and have spaces in between. This would make it look much more professional and not jumbled all in...
Seeking Best Practices for Scheduling Service Calls
Hope y'all are doing great! So, here’s the deal. We're trying to up our game with how we handle our HVAC/plumbing service calls, and we could use some pointers from you wise folks.Here’s How We Roll Now:The superstars at the front desk (our CSRs) slo...
Conditional Logic for Custom Fields
I know that conditional logic is available in forms. I'm wondering if anyone else would find it helpful to have conditional logic applied to custom fields for dispatchers. This way you can have a scripted questionnaire for your CSRs to follow that do...
calling customers
Please make it possible for technicians to call the customer whose jobs they are no longer on
Help us refine the Search experience (ServiceTitan Experience Design Team)
Hello!The design team is improving the Search feature and we would like to hear your valuable inputs.Could you spare an hour to share your thoughts on the current Search experience and also provide feedback on some new concepts? Your insights will di...
Resolved! Customer's thinking we are a scam
Good morning everyone!As the main CSR in our HVAC company, I make a lot of outgoing calls. When I call customers to remind them to book in their maintenance or to book them in for a recall the trouble I have been finding is many people are super hesi...
Live Webinar: Turn Your Call Center into a Profit Center
On this webinar, join Principal Industry Advisor Angie Snow and learn how you can empower your CSRs to increase their booking rates and dispatchers to maximize revenue by turning them into sales pros. CSRs are the voice of the company and need to mak...
Ountbounders and thoughts
Just curious who here has CSR's that are strictly outbound callers? Right now, our CSRs are handling both and I feel like the out bounding is getting a bit neglected. If you do have out bounders, what does that role look like? What expectations do yo...
