ServiceTitan Community

Zching · 11-03-2023

I am the Contact Center Supervisor for a Plumbing, AC & Electric company. Community has been great for finding ideas to improve my csr and dispatch departments. I also love when I can find solutions to things I have been on the fence about.

Zching · 06-22-2022

Hello,I was wondering if anyone else was curious about triggering alerts on forms for questions or items in the form if it is filled out. To better explain I have created a Happy Call form that my CSR fill out when we do happy calls to customers abou...

Zching · 06-09-2022

We currently have triggers on most if not all our job types to make techs fill out before completing a job, however we are noticing that our techs can bypass this or the forms are not populating. I am also noticing that when they do get a form the mo...

Zching · 06-23-2023

@Nive Zching@artcanfixit.com

Zching · 06-27-2022

The triggers do help a lot. I am curious do you find that the forms can be tedious?

Zching · 06-27-2022

It has helped with my CSR organize the information for the questions they ask

Zching · 06-27-2022

Yes, we currently do depending on what they bought from us we give them money back or discount for the referral

Zching · 06-10-2022

Thank you!

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Forms Trigger for Specific Questions

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