Revamp Your Scheduling: ServiceTitan Insights for CSRs | Podcast Ep. 05 | Mastering ServiceTitan

22 Aug 2024 · 36 min
35:49

Podcast interview (Mastering ServiceTitan Ep. 05) with Angie Snow and host Josh Lu focused on optimizing the ServiceTitan job booking page and the CSR Manager dashboard. Angie explains CSR best practices (handling calls/chats, classifying calls, using tags/custom fields, adjustable capacity planning), setup tips (multiple screens, universal search, call classification reasons), and managerial tactics (listening to call recordings, using the CSR Manager dashboard and Titan Advisor) to improve booking rates and call-center performance.

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