Business Units & Job Types
Memberships
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Communication
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100
A repair was performed by our HVAC Service dept. 25 days ago and the customer is reporting that the same issue is reoccurring. What Job Type would be used to booked another appointment?
RECALL ALERT-HVAC SERVICE
100
Added when customer is only available for a limited amount of time during the arrival window.
Strict Arrival Window
100
What 4 service requests should be chatted to Dispatch using the Google Office Support Chat?
1. Same-Day booked appointments
2. Reschedules for same-day appointments
3. Reschedules for same-day appointments where the Technician is actively dispatched
4. ServiceTitan and/or Podium chats that need immediate response from a Dispatcher
200
Customer is requesting a labor only estimate to install a mini-split. What Business Unit would be used for this service request?
SALES
200
The cost of a single system monthly 360 membership.
$30
200
Customer is responding positively to an Unsold Estimate ServiceTitan Chat campaign. What 2 actions must be taken?
1. Chat the customer back setting follow up expectations
2. Submit a Task to Dispatch
400
If you hover over the 1, you will reveal this.
Pinned notes on the location page.