When I reclassify our abandoned calls, I have a person in the drop down list that isn't an active person in our Employee database. Does anyone know where else I need to look to deactivate this person? Or is this a glitch that I need to reach out to s...
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...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4807Anyone else notice that when linking a call recording to a job/setting an abandoned call as "a job was booked for this" that the campaign does not update? Specifically schedule engine boo...
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...
Hi everyone-If you are using the Angi Leads Integration (linked below), how are you recording the leads for follow up that are not booked as calls?Re: angi leads integration
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 ...
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...
I saw a post similar to this one from a couple years ago and was advised by tech support to rehash the topic. I just got done speaking with them about the setting that automatically changes jobs to "no charge" when an estimate is sold on the job, eve...
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...
I would really like to see ST classify the call when rescheduling the appointment time. Currently, unless you add a note on the account somewhere, the bubble will not close when rescheduling an appointment. This can be a bit tedious when fielding hun...
