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CSR/Dispatcher Meet & Greet - Register for March 23rd!
Hey AMAZING Call Center friends, We had an incredible call last month! It was fun to get to see so many of you up close and personal and learn more about you and your companies (even if it was virtually). I want to make sure we create momentum with t...
Resolved! Estimate emails dropped - New idea!
Hey everyone! I have noticed as I do our followups that I have had some customers who aren't receiving our estimates via email. When I go back and check the audit trail it shows that the estimate emails have bounced or been dropped. I created an idea...
Be part of our next CSR podcast!
In a few weeks, I’m joining Jackie Aubel on Toolbox for the Trades to record a special “Toolbox On Call” episode where we’ll answer your call center, CSR, and customer service questions! Simply call (818) 600-7185 and leave a brief voicemail explaini...
Estimates via Email
The link below goes to an idea I posted on the community ideas page. It is in regards to estimates that are emailed to customers. The customer is able to sign the estimate electronically BUT not able to pay when they sign. The way it is set up now, t...
Check Out 'The Blog' Next Week! We Have a Guest Writer!
We have a special blog post writer! On Tuesday(3/7/23), keep an eye out for a new blog post on 'The Blog' from one of very own CSR/Dispatcher Group members. You are in for a treat from @Zakw! Zak is a head dispatcher for Eagle pipe and mechanical in ...
Following up on recurring services
Hello fellow CSRs! Our HVAC company has it set up so every single customer has recurring services set up for their furnace and AC maintenances. Our plan members are set up to get automatic SMS messages reminding them to book in. All of our non plan m...
CSR / Dispatcher GROUP: Meet & Greet TODAY!!
I'm so excited to see all of you in 1 HOUR!! (11:30 am PT / 2:30 pm ET) Join us by registering here. It will be a virtual zoom meeting where we will all get a chance to meet and learn more about each other! Can't wait to see you soon!!
Happy Birthday Conner!
Jumping on here to give a big birthday shout out to our amazing moderator - CONNER!! Hope your day is awesome! Leave your birthday wishes below!
REGISTER NOW: CSR/Dispatcher Group - MEET & GREET next week!
We are so excited to host our FIRST Meet & Greet in this group! We have over 250 members and we'd love the chance to meet each of you! Please save your spot by registering for the event here. It will be a virtual zoom meeting, next Thursday, Feb. 23,...
