ServiceTitan Community

CWilkins · 04-11-2023

There may be days where it may not feel this way, but there truly are defined roles of a CSR and Dispatcher. Follow along in the 10 minute training as we work to clearly define the roles of a CSR and how they work so nicely with the roles of a Dispat...

CWilkins · 03-24-2023

Join me in wishing our awesome CSR specialist Angie Snow( @asnow ) a Happy Birthday! She's probably happy I wasn't able to be at the meet & great yesterday as I would have led us all in song The CSR/Dispatcher group wouldn't be what it is with out h...

CWilkins · 03-07-2023

Hello, my name is Zak and I have been a dispatcher in Washington State for nearly 20 years. I have been given the opportunity to expound on my post found here.We’re taught at a young age to always give 100% (or oftentimes 110%). While that is very tr...

CWilkins · 03-03-2023

We have a special blog post writer! On Tuesday(3/7/23), keep an eye out for a new blog post on 'The Blog' from one of very own CSR/Dispatcher Group members. You are in for a treat from @Zakw! Zak is a head dispatcher for Eagle pipe and mechanical in ...

CWilkins · 03-02-2023

When it comes to dispatching, choosing the correct technician is key! Part of that technician selection is to know who is available. Watch today's Training Tip to learn how to use Technician Shifts for more accurate technician selection. Let us know ...

CWilkins · 03-10-2023

@KhianaKlatt I second what @JessicaSmith said. That is where you'll want to create those alerts. You will also see other alerts there that may be a huge help!

CWilkins · 03-09-2023

Hi @kcerveri ! That is a great question! We actually have a CSR/Dispatcher Group here in Community where a very similar question was asked. Here is a link to the answer that includes a video that would be super helpful.I would definitely recommend us...

CWilkins · 02-23-2023

Hey! Based off of the information you are looking for, I would suggest looking at the "Call Center Performance by CSR" report. That has most of the same information that is found on the Dashboard. You can even edit the columns to show the other infor...

CWilkins · 02-21-2023

Thanks so much @asnow !

CWilkins · 12-20-2022

@Thresa Great question! There is a demo in the above video to walk through how to turn it off as well. All you would need to do is go to the gear icon(dispatch board settings) on the top right of the dispatch board and go into board appearance and ch...

ServiceTitan Community

User Statistics

User Activity

10 Minute Training - Defining the Roles of a CSR and Dispatcher

Happy Birthday Angie!!

"Dispatching - When Not to Give a 100%" Written by Zak W.

Check Out 'The Blog' Next Week! We Have a Guest Writer!

How to Use Technician Shifts For More Accurate Technician Selection

Re: Estimate emails dropped - New idea!

Re: Highlight On call tech on Dispatch Board

Re: CSR Scorecard Report

Re: Happy Birthday Conner!

Re: Training Tip - Using the Job Details Flyout