Posts

Resolved! Down Time

Hello, I work for a growing plumbing company, I was wondering what do your CSR's and Dispatchers do during slow times? Somedays we will take calls all day and sometimes it will be in random burst throughout the day. Do you have a list of things to ke...

Tiffy76 by Contributor
  • 712 Views
  • 5 replies
  • 3 kudos

Resolved! Bypass the automatic training

Is there a way to bypass the automatic training on ST for a new employee that is assigned to the CSR roll. It not needed as we hired a new girl that came from another company that used ST for the past 6 yrs and she is VERY well trained already.

Resolved! Zone Calendar for Appointment Tracking

Simply put, I am curious if there is a function in ServiceTitan that would allow us to have a large view calendar of overall routing areas for a month or two (or as far out as needed), and be able to see what tech is in what area, how many appointmen...

Google Sheets Calendar.png
ajbradt10 by New Contributor II
  • 635 Views
  • 2 replies
  • 0 kudos

Work Flow Office HVAC and Plumbing

Hello, All!We are a small plumbing company that has recently added a separate LLC HVAC company. So it's like a parent owner and two branches running out of one office. Any suggestions on work flows, invoicing, Quickbooks, taxes, insurance, and dispat...

Anne1 by New Contributor
  • 383 Views
  • 0 replies
  • 1 kudos

Resolved! Training Mode Unlocked

Under the team trainings tab, each team members name shows training progress, completion, position, business unit and training mode. All but one of the employees say 'N/A' under training mode and one individual employee says 'unlocked' does anyone kn...