How to require "assign tech" during call booking?

mckeelykay
New Contributor

Does anyone know if there is a way to make the "assign technician" field required for booking a job? We're running in to lots of issues of missed appointments because a tech wasn't assigned. All of our jobs get assigned to a tech so the "unassigned jobs" tab is not regularly monitored.

Thank you for the help!

Keely Sauers
Sr. Dispatcher
Aqua Pro Water Systems FL/GA
1 REPLY 1

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

There is no way of making it required, but there are a few ways to help minimize this issue.  We have a custom dashboard where we show a module for unassigned techs.

The other option would be to create a custom field that asks "Did you assign a technician?" and that you can make required.  

Hope that helps!

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning