Mastering ServiceTitan Revamp Your Scheduling: ServiceTitan Insights for CSRs (Replay)
As Josh and the Rest of the ServiceTitan Podcast hosts gear up for Pantheon 2025 we’re revisiting a few of our most pertinent episodes for your service business - episodes you’ll want to have in your ears as you head to the big get together in Anaheim this coming September. Come see us all at the podcast booth, we’d love to see you there!
Originally Aired 8/22/2024
In this episode, we're thrilled to welcome Angie Snow, Principal Industry Advisor with ServiceTitan.
Angie brings a wealth of knowledge on supercharging the efficiency of Customer Service Representatives (CSRs) and dispatchers by fully leveraging ServiceTitan’s powerful features.
We dive into dynamic strategies for training CSRs, mastering call management, and setting up the system to boost performance and bookings. Join us as we explore the ins and outs of the job booking page and the CSR manager dashboard.
Join us as we discuss:
[08:18] Optimizing CSR workflows with multiple screens
[16:45] What is Adjustable Capacity Planning (ACP)
[27:46] Tactical advice for new ServiceTitan users
Check out these resources we mentioned during the podcast:
You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.
Know a business that could use a bit of muscle from ServiceTitan? Refer them here!
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