ServiceTitan Community

KristinS1 · 01-31-2024

I am trying to figure out a fun way to set up the different teams on my Dispatch board. Anyone have any fantastic ideas? Anyone willing to show me the way that they have their boards set up?

KristinS1 · 12-06-2023

Just saying hi!

KristinS1 · 10-05-2023

I am working on setting the KPI's for membership renewals within office. What is your KPI on this? We are struggling with people renewing, so this is something that I want to set a good number too to make sure that it is realistic.

KristinS1 · 10-02-2023

Is anyone else's auto batching not working? Our invoices are not auto batching and our credit card payments are not either. Support has not gotten back to me, so is anyone else having this issue?

KristinS1 · 02-07-2023

So, I am trying to figure out which product will fit our needs the best. I am wanting something that will log materials into Service/Drain Cleaning/ Installation. If I do Purchasing and send my PO over into QBO will that show it? Or do I have to do I...

KristinS1 · 02-16-2024

Customer Success Manager (CSR)

KristinS1 · 02-16-2024

We are working on ourselves personally, making sure that we document 5 items to win the day (Five Goals) and also making a list of our gratitude's. We are focusing on stronger estimate follow ups, trying to figure out a good workflow on them. I am al...

KristinS1 · 02-16-2024

We outbound every day on Happy Calls and also follow ups. Other outbound ideas that we have are all plumbing but we will pull a list from the last 6 months of estimates on like for example of Toilets and than we will cross reference it to see why the...

KristinS1 · 02-16-2024

I always leave a voicemail - this shows that we are not spam, which many think that we are sometimes. After we leave a voicemail we send a text message. This seems to be the best way to follow up with our customers to get a response.

KristinS1 · 02-16-2024

I find that mine usually go to the SOLD of the Estimates section when someone signs an estimate virtually. Did you check there?

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Re: Monday Motivation!! 5th Week of 2024!

Re: Monday Motivation!! 5th Week of 2024!

Re: Thoughts on leaving voicemails

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