with ServiceTitan or similar field service management software Background working in a larger, multi-division organization...
, supports scheduling and membership services, and maintains accurate records in ServiceTitan. The CSR plays a vital role..., and discretion. Maintain accurate and confidential records in ServiceTitan and lead source platforms. Ensure ethical handling...
, not required) Experience with service or field management software (ServiceTitan preferred) Experience in home services (plumbing, HVAC...
equipment properly and test for quality assurance. · Document your work in our trade software, ServiceTitan, to keep your day...
Prior warehouse, parts, or trade-support experience is a plus, but not required ServiceTitan experience...
time and maximize productivity. Adjust schedules in ServiceTitan for time-off requests, changes, on-call or urgent needs... are properly documented in ServiceTitan. Answer CSR questions regarding scheduling conflicts, afterhours options...
and familiarity with ServiceTitan, Google Workspace, and Microsoft Office Understanding of job costing and company financials...
, and job notes in ServiceTitan Follow all safety, quality, and installation standards during pipelining operations Maintain a clean...
and organizational skills Strong leadership and crew management abilities Computer proficiency and familiarity with ServiceTitan...
levels of customer satisfaction Maintain accurate pipeline and client data within ServiceTitan and CRM systems Track...