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15 results
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Outbound Calling

by jackie_g in The Hotline
‎09-22-2023 12:47 PM
2 Kudos
‎09-22-2023 12:47 PM
2 Kudos
Hello! Looking for some advice/ideas on incentives and contest to motivate my scheduling team as we approach our slower season. We currently have incentives for Outbound Nons, but I am really lookin...
Labels:
  • Labels:
  • Need Advice

Seeking Best Practices for Scheduling Service Call...

by asnow in The Hotline
‎09-20-2023 08:36 AM
1 Kudo
‎09-20-2023 08:36 AM
1 Kudo
This was a message shared by @AlexPhylactou on the Call Booking Discussion board. Wondered if you could all share your  thoughts with him?  ------------------------------------------...
Labels:
  • Labels:
  • CSR Labels
  • Dispatch labels
  • Need Advice

Need to detach / un-associate Contractor with Mult...

by barbaral in The Hotline
‎07-13-2023 01:04 PM
1 Kudo
‎07-13-2023 01:04 PM
1 Kudo
I hope I can explain this!  In our previous customer management software - we had a customer who is a contractor that we did a lot of work for at multiple address locations. (Unique addresses...
Labels:
  • Labels:
  • Technical Challenges

Tips from a CSR

by KhianaKlatt in The Hotline
‎03-29-2023 05:38 AM
5 Kudos
‎03-29-2023 05:38 AM
5 Kudos
Earlier this year, I was asked to be a guest blogger for the Torch Network group. I thought I would share here, with other fellow CSRs, the post I created. I hope many of you can find it helpful! &n...
Labels:
  • Labels:
  • CSR Labels
  • Dispatch labels

Change Color of Call Bubbles

by AndreaF1 in The Hotline
‎03-23-2023 11:51 AM
9 Kudos
‎03-23-2023 11:51 AM
9 Kudos
Has Service Titan thought of adding a feature where you can change the color of the call bubbles? We have multiple queues, and often a call will sit unanswered but it is for another department. It wo...
Labels:
  • Labels:
  • Technical Challenges

Estimate emails dropped - New idea!

by KhianaKlatt in The Hotline
‎03-10-2023 06:49 AM
1 Kudo
‎03-10-2023 06:49 AM
1 Kudo
Hey everyone!   I have noticed as I do our followups that I have had some customers who aren't receiving our estimates via email. When I go back and check the audit trail it shows that the est...
Labels:
  • Labels:
  • CSR Labels

What metrics are you measuring to pay out bonuses?

by emsmith in The Hotline
‎02-10-2023 01:38 PM
‎02-10-2023 01:38 PM
Would love to hear what metrics you are looking at for your bonus pay-outs. Thank you!  cc: @BrittanyB 
Labels:
  • Labels:
  • Need Advice

Ordering parts workflow

by KhianaKlatt in The Hotline
‎01-27-2023 05:37 AM
2 Kudos
‎01-27-2023 05:37 AM
2 Kudos
Hello fellow CSRs and dispatchers! As CSRs I know we often take on a wide variety of roles. I am wondering how your office workflow runs. Do the CSRs or someone in the office order the parts for the...
Labels:
  • Labels:
  • Need Advice

Creating own dashboard

by KhianaKlatt in The Hotline
‎01-27-2023 07:15 AM
2 Kudos
‎01-27-2023 07:15 AM
2 Kudos
I learned that we can create and design our own dashboard in Service Titan! How cool is that?! I want to complete some training on this before I dive in but definitely a back burner project I'd love ...
Labels:
  • Labels:
  • Need Advice

Features that you would love to have

by Zakw in The Hotline
‎01-17-2023 01:41 PM
2 Kudos
‎01-17-2023 01:41 PM
2 Kudos
Brainstorming with my field technicians this morning and we were talking about ST features we'd love to have. The one that came up unanimously was to have ST automatically send out the invoices. I do...
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  • Labels:
  • Need Advice
  • Technical Challenges
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