I am really not sure how I missed out on this for so long...but in a Spark Session today, I learned I can make custom fields required for scheduling! HOLY COW this is a game changer!  What are some of your favorite custom fields that are required when scheduling?  ... View more

Hi there! Liz here from Redlands and Henry Bush Plumbing Heating and Air Conditioning. I have newly stepped into a title of CSR and Dispatching Supervisor and to be honest with you it is exciting but also daunting. I want to be sure that my team feels supported and motivated. Any ideas on how to keep it fun and productive in the office? I want to keep the upbeat culture that we have in the office because I feel it really does shine through when you are on the phone weather you actually enjoy  your job or not.  Any feedback is appreciated !   ... View more

Okay, I am trying to get better at getting back into communities and not relaying so much on Facebook. haha (which I will probably post this on Facebook well) I am currently working on utilizing our Market Pro more. I love how much we can do...just need to actually do it.  I want to set up a retain campaign for new customers. My hope/goal is that once a job is completed for a new customer, that an automated campaign will send an email saying thanks for trusting us and providing a little more information about us and what we offer. How do I go about setting up an audience to send something to a new customer only... after a job is completed? So, only send to a customer that this is the first job we have ever done for them.  I currently have Auto Campaigns for Open Estimates, Idle Customers, Open Balances, Happy Birthday (for equipment), Thank you, and Aged Equipment. Anyone have any other suggestions or cool campaigns that they use?  I appreciate you all so much!!! You Ladies ROCK! (hugs) ... View more

Happy Holidays, Ladies! I need to hire for 2 positions for our office. One will be a CSR role and the other will have additional responsibilities like collections, entering vendor invoices, overseeing our maintenance programs etc. while answering phones if necessary. What are titles that you've used for such roles? Do you have a generic job description that you use to place an ad in Betterteam or Zip Recruiter? Looking forward to your responses. Thanks in advance! ... View more

Are you a Canadian who is using ST? If so, we would love you to join our group in community!    ... View more