ServiceTitan Community

BrittanyB · 04-18-2024

Hey friends! I get this question a lot, so finally made a video for it. If you're wondering how to build a CSR Scorecard into a Custom Dashboard, say no more. Check out my video below! CSR Scorecard in Custom Dashboard Let me know if you have any que...

BrittanyB · 04-02-2024

Hi! It's me again! I found another place we could use some feedback from dispatchers - this is specifically for Messaging/Notifications. Find more information HERE. Thank you for always giving such great feedback, and shaping the future of ServiceTit...

BrittanyB · 04-02-2024

Hello friends! Don't miss out on this post in the Dispatch discussion board: Sign Up For Teams Management - Early Access I know a handful of you will want in on this action! Have a great week!

BrittanyB · 04-01-2024

Hello friends! Hope everyone had a great Easter! Today, we are launching a brand new study to help us improve Dispatch, and we would love your input. If you are a Dispatcher and your daily duties involve dispatching, please participate by taking this...

BrittanyB · 03-21-2024

Hey friends! Today is the day! Today, Angie and I will be teaching a Back to Basics webinar focused on how to improve the performance of the Call Center. It will be focused on CSRs, dispatching, and sharing strategies and tools to build a better call...

BrittanyB · 04-25-2024

ServiceTitan is sold in packages, with different levels of features in each. We have Starter, Essentials, and The Works. Custom reporting is only available in The Works. I believe you joined ServiceTitan before packages came out. Just know, if you ha...

BrittanyB · 04-23-2024

The KPI spreadsheet I shared is updated with new releases, so I don't recommend making a new one. I would just use that one!

BrittanyB · 04-23-2024

Hi there! Office Performance is a report template. So you'll find it in the Templates dropdown on the main Reports page. But is also available as a template when you build a new report. Please note, you will not be able to build your own report if yo...

BrittanyB · 03-27-2024

Hi Liz! I'm so excited for you - this role was hands down my most favorite in my career! I think it varies by team, but I had a lot of young, energetic folks. So we had bells in the call center, and we did lots of chants! I told them to ring a bell e...

BrittanyB · 03-12-2024

Loveeee this idea! You'll want to set a dynamic value in the Customer "Created On" field - I would suggest previous 7 days or something. And then you'll want to set a dynamic job completed date or invoice date of 1 day in the past. Posting in case an...

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Video: How to build a CSR Scorecard into a Custom Dashboard

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