Virtual Learning Lab: Optimizing Call Center Operations

Are your CSRs ready for the summer season?

Ensuring proper call booking practices and workflows are followed is essential for maintaining accurate information and optimizing operations in a call center. By leveraging ServiceTitan tools effectively, you can ensure that calls are booked accurately, marketing data is tracked efficiently, and overall call center performance is optimized.

This training lab is geared to all Call Center and/or Office Managers, CSRs and Dispatchers.

🖥️  This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.

Topics

• Answering calls
• Gathering & entering Information
• Job Booking
• Customer Communications
• Customer Relocation
• Membership Recurring Service Visits
• Sold Estimate Follow-up
• Classifying Calls for accurate marketing tracking

🚨 Pre-requisites for this lab:

• Your phones must be integrated with ServiceTitan. 

Recommended pre-work for this lab:

• Hold/Cancel Reasons configured
• Dispatch Alerts configured
• ST Permissions required for attendees: 
  • View Alerts
  • Edit Customer membership
  • Access dismiss button on recurring service events page
  • Sell or renew membership from customer or location
  • View customer Chats
  • Allow full access to customer chats
  • Send Message
  • Reclassify Call
  • Detach call
  • Listen to call recording
  • Outbound Call
  • View Customer/edit Customer
  • View Estimate
  • Sell/unsell estimate
  • Book/View/edit job
  • Hold/cancel/recall job
  • View Location/edit Location
  • Run search
  • Task Management 
  • View/edit saved estimates

If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group!

What is a Hands-On Learning Lab?

Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.

During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!

Here’s a glimpse of what to expect:

✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.

👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.

🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.

📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.

🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

• 100% of attendees were satisfied with their experience.
• 100% of attendees said their expectations were met.
• 100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Cost to Attend

This Hands-On Learning Labs is a paid learning opportunity. Active PCG Clients may register below, and your attendance will be added to your account with us. Contact your Consultant for more details on the special rate available to you. Not a PCG Client? Grab a General Public ticket to join our webinar and get to learning!