Good morning, friends! I need some guidance. I have recently taken on the roll of Service Operations Supervisor and I need some help figuring out some "best practices" for a few things. I have CSRs who are in charge of AR follow up and scheduling Rec...
I've heard that it is possible to get certified in Service Titan with a class that they offer- does anyone know how to get signed up for the certification course with Service Titan? I've checked everywhere and can't seem to find any information on it...
We LOVE the new search bar feature! It’s such a convenient tool across the board. I manage the invoicing and permitting departments, and one of my team members had a suggestion: Would it be possible to add 'equipment' to the search functionality? It ...
Hello, I'm trying to figure out a issue with tracking who sold our club membership. Our service tech with sell a club with a purchase of system. That estimate is sold by him and then a new job is created for the install technician to install. the clu...
Inquiring about office roles/responsibilities. We currently have our CRM's answer calls and dispatch. Looking to see how other offices are set up. I know a lot of places have dispatcher and call takers split. Wondering things like:1. Tech to dispatch...
I thought I was going crazy for a bit, but this screen definitely does not save your last selection anymore, seems to be defaulting to Customer now. @BCN do you have any insight?
We are trying to reconfigure our Demand process when capacity is full for the day. I wanted to see what ideas others have on this subject. What process do you have your CSRs do when a demand call comes in and there is no availability?
Good morning, is there a way to edit the subject line of my forms email? There is a typo... thank you!
I loved waking up this morning to the news that Phil didn't see his shadow, and we are getting to have our Spring start early this year! That rarely happens I feel like! I live in Utah, so it seems to me I have 75% Winter days, and 25% Spring and Sum...
