Happy Calls
We have started to call our customers with "happy calls" after their visits. What are some questions that have great responses/answers for your companies? Thanks!
Posts
Change or Add Campaign Metrics
Hello,I'm looking to see if it is possible to add additional metrics to the Performance Totals for Campaigns.Would like to add in additional Metric here for "Non Serviceable Lead"ie Currently there are CallsLeadsBookedMan CallNew Customers
Expanding Character Limit For Scheduling Pro
I would like to see a larger character limit for the welcome message for scheduling pro. This allows more customization with individual companies.
Making Technician *Required* When Booking Jobs
Can ServiceTitan please make an update to give us the option of making it *required* for dispatch to select a technician when booking a job please? Our team, including myself, have made the mistake of booking a job without assigning a technician on a...
Linking Incoming Calls to Leads
When we book Leads in ST and customers call in for follow ups, we are not able to link that call to the lead like we would to a job, so we need to do the manual call closeout. Is there a way that we can link these calls to Leads?
Add Tags When Building New Customer and Location
Currently, CSRs create a customer profile but must then navigate back into the location and customer account to add relevant tags. This extra step is often missed since it requires going backwards in the process.It would be extremely helpful to have ...
Office Staff Performance Based Pay
Hello everyone. I'm curious if anyone compensates their office staff based on performance. If you do, what metrics do you use? Most importantly, what reporting systems are in place to ensure checks and balances?I've noticed that many reports rely on ...
Home Depot Service Provider + Service Titan
We are currently switching over to ServiceTitan from another CRM. 80% of our business comes from the Home Depot Service Provider program. We are looking for any and all tips for configuring things to work as efficiently as possible! Currently, we are...
Using Adjustable Capacity Planner (ACP) for Call-Based Scheduling
Hey everyone,I wanted to share how we use the Adjustable Capacity Planner (ACP) in ServiceTitan, especially since our business measures productivity by calls per technician rather than hours. I hope this helps anyone looking for a different way to ut...
