---
title: "Certified CSR/Dispatcher - Explorer"
slug: "certified-csrdispatcher-explorer"
tags: ["Role - CSR Dispatch", "Focus - Construction", "Focus - Service Replacement", "Type - Commercial", "Type - Residential"]
updated: 2026-10-16T03:27:07Z
published: 2026-10-16T03:27:07Z
canonical: "help.servicetitan.com/certified-csrdispatcher-explorer"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Certified CSR/Dispatcher - Explorer

## Curriculum

### Managing Customers and Locations

- [Use property data](/v1/docs/use-property-data)
- [Add notes, media, and file attachments in ServiceTitan](/v1/docs/add-notes-media-and-file-attachments-in-servicetitan)

### Managing Jobs and Projects

- [Mark jobs as no charge or non-opportunity by default](/v1/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default)
- [Place a job on hold](/v1/docs/place-a-job-on-hold)
- [Reschedule a job](/v1/docs/reschedule-a-job)
- [Add notes, media, and file attachments in ServiceTitan](/v1/docs/add-notes-media-and-file-attachments-in-servicetitan)

### Call Booking and Phones

- [Set up a Call Reason as a lead vs. not a lead](/v1/docs/set-up-call-reasons#set-up-a-call-reason-as-a-lead-vs-not-a-lead)
- [Answer incoming calls](/v1/docs/answer-incoming-calls)
- [Place outbound calls](/v1/docs/place-outbound-calls)

### Dispatch Management & Dispatch Route Management

- [Set up and prioritize tags for the Dispatch Board](/v1/docs/set-up-and-prioritize-tags-for-the-dispatch-board)
- [Configure Dispatch Board appearance and settings](/v1/docs/configure-dispatch-board-appearance-and-settings)
- [Dispatch efficiently with Map 2.0](/v1/docs/dispatch-efficiently-with-map-20)

### Adjustable Capacity Planning

- [Adjustable Capacity Planning (ACP) overview](/v1/docs/adjustable-capacity-planning-acp-overview)
- [Set up Adjustable Capacity Planning (ACP)](/v1/docs/set-up-adjustable-capacity-planning-acp)

### Customer Communications

- [Place outbound calls](/v1/docs/place-outbound-calls)
- [Set up and enable Chat](/v1/docs/set-up-and-enable-chat)
- [Set up chat autoresponder](/v1/docs/set-up-chat-autoresponder)
- [Understand SMS vs. MMS](/v1/docs/set-up-outbound-default-numbers-for-text-notifications-sms-and-mms#understand-sms-vs-mms)
- [Use Chat](/v1/docs/use-chat)

### Call Center Management Best Practices

- [Edit and enable Emergency Phones Fallback](/v1/docs/edit-and-enable-emergency-phones-fallback)

The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout.

**What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments.

**Also called:** Schedule board, Dispatch view

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The legacy daily-cap booking tool that Adaptive Capacity replaces. Sunsetting.

**What it does:** Allowed businesses to set manual daily booking limits per Business Unit. Now replaced by Adaptive Capacity.

**Also called:** Legacy daily-booking-limit tool

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** ACP

Targeted text message campaigns sent to customer segments through Marketing Pro.

**What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers.

**Also called:** Text marketing, SMS marketing

**Tags:** Marketing Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Text Campaigns