Home Services CSR and Dispatcher Specialist
Answer calls, book jobs, dispatch technicians and follow up for US home service businesses. Pass the test to earn a verified certification.
What this course covers
A practical course for VAs who answer phones, book jobs and dispatch technicians or crews for US home service businesses such as HVAC, plumbing, electrical, roofing and moving companies. You learn how these businesses make money and how a job moves from call to review, how to run an inbound call and what to do when a caller reports a gas smell or a carbon monoxide alarm, how booking and the customer record work in ServiceTitan and Housecall Pro, how to run a dispatch board, how to follow up estimates and missed calls without pressure, how to take payments without touching card numbers, and how to handle complaints and ask for reviews honestly. It ends with a timed certification test.
Course outline
- How a home service business worksVideo · 11 min
- The inbound call and urgent situations12 min
- Booking the job and the customer recordVideo · 10 min
- Dispatching: running the boardVideo · 11 min
- Estimates, leads and follow-upVideo · 10 min
- Deposits, invoices and safe payments11 min
- After the job: check-ins, complaints and honest reviews10 min
- The daily rhythm and the handover note10 min
Certificate
Finish every lesson, then pass a timed certification test to earn the Certified badge. Each certificate has its own verify page a client can open, and a button to add it to LinkedIn.
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