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Custom fields on call taking screen

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I wish that if a custom field was designated as both a job field and a location field, that when you populated it on the booking screen it would transfer to the location, then auto-populate on the booking screen on future calls. I shouldn't have to ask the gate code everytime, I should just have to confirm that the gate code is 1234.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
4 REPLIES 4

stephani46
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I agree this would be very helpful.  Our CSR team has the same frustration.

michael21
Contributor III

Thanks, voted.

Mike M CPA & Operations in KC, (go Chiefs)

michael21
Contributor III

Now, @JessicaSmith ,you know better.  This is such a good idea I really want to vote for it.  What's the ideas section reference so I can do that?

Mike M CPA & Operations in KC, (go Chiefs)

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I do know better. Shame on me! Here you go- COMMUNITY-I-1388


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions