michelle54
New Contributor III
since ‎05-22-2017
‎12-03-2024

User Statistics

  • 33 Posts
  • 2 Solutions
  • 13 Kudos given
  • 35 Kudos received

User Activity

Tech to Dispatch Ratio - Office Roles

09-11-2024
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...

Tech Bio

09-09-2024
Are there any options for sending more than one tech bio to a customer. For ex: 2 man jobs or when a tech has a trainee. As of now only one photo/bio is going out. Also, any verbiage included in bios about having trainees is appreciated.

Text Expander

02-28-2024
https://www.youtube.com/watch?v=k9K5ZcDwPzo Is anyone currently using this program? Wondering if the return on investment is worth it. Also curious as to how much quicker this process is rather than having a document of templates that the CSR can cop...

Adjustable Capacity Planning Reports

12-29-2023
Happy Friday! I am wondering if there is a report, or a way to make one to summarize any overrides used when scheduling with Adjustable Capacity Planning. I know it shows in the job history notes itself. But I was hoping there was a way to access thi...

Hello All :)

11-14-2023
Hello,I am Michelle Brown with Roto-Rooter Plumbing of Greenville, SC. I am a Team Lead of the Customer Relations department. I have been with the company for 7 years. I attended Pantheon this year and it has kicked my Service Titan gears into overdr...
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