Mastering ServiceTitan

Revamp Your Scheduling: ServiceTitan Insights for CSRs


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In this episode, we're thrilled to welcome Angie Snow, Principal Industry Advisor with ServiceTitan


Angie brings a wealth of knowledge on supercharging the efficiency of Customer Service Representatives (CSRs) and dispatchers by fully leveraging ServiceTitan’s powerful features.


We dive into dynamic strategies for training CSRs, mastering call management, and setting up the system to boost performance and bookings. Join us as we explore the ins and outs of the job booking page and the CSR manager dashboard.


Join us as we discuss: 

  • [07:36] Optimizing CSR workflows with multiple screens

  • [15:30] What is Adjustable Capacity Planning (ACP)

  • [27:01] Tactical advice for new ServiceTitan users

Check out these resources we mentioned during the podcast:


  • Pantheon 2024

  • ToolBox Live Events

  • CSR training

  • Titan Score Contest

  • Harnessing TitanAdvisor: Expert Tips for Advancing Your Business

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here. 


Know a business that could use a bit of muscle from ServiceTitan? Refer them here!


Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.


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