Service Titan Knowledge Base

Train CSRs and Dispatchers on customer notification workflowsLast updated on 03/22/2022

The following steps will need to be added to the call booking process:

Confirm the customer's delivery preferences.

  • When talking with an existing customer, make sure you confirm the customer’s delivery preferences.

  • When setting up a new customer, ask if they would like to receive automatic notifications to their mobile and/or email addresses.

Make sure notifications don't get sent to spam.

  • Tell customers that they should add to their email address book, so messages will not be flagged as spam.

Tip: CSRs and Dispatchers should read the following articles:

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.