ServiceTitan Community

Chayo80 · 05-10-2023

I enabled this feature thinking it would be good for CSRs/Dispatcher to verify if new calling customers were within our service area, so I set up the zones, with zip coded, city names, etc, and turns out this feature wont allow you to book calls on e...

Chayo80 · 02-20-2023

We deal with large property management companies and they have a special pricing (hourly labor) and I am trying to figure out a way to configure my Pricebook without having to duplicate it entirely and a dynamic pricing rule for them.

Chayo80 · 11-17-2023

You can create your own report by calls and direction as inbound and see campaign, csr, etc and schedule it to receive it automatically or on the legacy reports there is a Call Volume by day and by hour report, you can also schedule it to receive wee...

Chayo80 · 11-17-2023

Have you tried clicking on the 3 dots and then "switch to old design"??or if you are only looking to remove the flyout when clicking on a job go into the dispatch board configuration and disable the flyout

Chayo80 · 11-17-2023

Make sure that you used the renewal task, my techs then to use the sell task and not the renewal, so technically they didn't renew the membership, they "sold" a new one.You can verify by going into the invoice were you renewed the membership and clic...

Chayo80 · 11-17-2023

Hi, Performance pay is only available on the Works package. You will find a commissions tab on each task/service and will be able to set the % of bonus you are looking to give to all your techs.If you are planning to pay techs different % of commissi...

Chayo80 · 09-27-2023

You can use the Call Center Performance by CSR report or you can create your own CSR metrics dashboard or use the prebuilt CSR Manager Dashboard

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Re: Report for Inbound Call Counts by Time/Day

Re: Reverting back to "easy mode"

Re: Renewal Estimates

Re: additional commission for certain tasks

Re: Outbound Calls