Service Titan Secrets
This screen is called the Contact Center’s “lifeline” because it is the main screen CSRs use all day
What is the Calls Screen
Bell Rewards includes this many complimentary services each year
What is five
For an ACH change request, the task is assigned to this person
Who is Chelsea Jeffers
For plumbing drain stoppage job types, homes built in 1985 or older are classified as this
What is Old
Bell Brothers works exclusively with these two things
What are homeowners and residential properties only
On the Service Titan call screen, this color bubble means the call has been disconnected
What is grey
Customers who sign up between the 16th and 31st are assigned this membership billing date
What is the 25th
When submitting club-related tasks, these three fields should not be completed
What are Employee Involved, Resolution, and Job Number
A stand-alone laundry line stoppage is classified as this type of drain call
What is a Secondary Stoppage
For rental properties, a credit card must be kept on file as this
What is a placeholder
When searching for an existing customer fast, training says this is the easiest thing to input
What is the street address
Active members must always keep one of these two payment methods on file
What are a credit card or ACH payment method
The task type for transferring a membership to a new home is this
What is ClubSave - Transfer
If both the toilet and shower are backing up, it likely points to this issue
What is a main line issue
Bell Brothers is this kind of company, which is why invoices are emailed rather than mailed
What is a paperless company
The page marked by a house icon contains this type of information
What is property information, including its history
This Bell Brothers employee is the Club Specialist who handles membership-related requests
Who is Chelsea Jeffers
For a new club member task, annual signups require confirmation that this future event has been acknowledged
What is the recurring annual charge each year
This word is often used by customers and, according to training, signals a main line backup in 9 out of 10 cases
What is gurgling
When canceling a club membership, the ClubBank amount should be handled this way instead of changing it to $0.00
What is completely removed/deleted
Adaptive Capacity turns the schedule into this kind of engine
What is a rules-based, live availability engine
A renewal completed more than 90 days after expiration is charged at this monthly rate
What is $21.95 per month
For a Club Refund task, manager or supervisor approval is required when the refund is greater than this amount
What is $21.95
This job type is based on the age of the water heater, with Young meaning 0–9 years and Old meaning 10+ years
What is a Water Heater Diagnostic
This memo field must document five things during club cancellation: the reason, three save attempts, ClubBank, this paired detail, and your initials
What are the date and time