Make preferred tech more visible on location profile

KhianaKlatt
Valued Contributor

I love that in the customer location you can select the customer's preferred tech however, I wish it was more visible! Could we add it to the top of the page near the customer's name? Or find a way to make it stand out more - add a banner, bright font colour?

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https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3838

Khiana Klatt
CSR ServicePlus Heating and Cooling
1 ACCEPTED SOLUTION

brandy_a
New Contributor III

We also use color coded tags for each of our technicians that we add to a Customer Record and/or their Location Record to help our CSR/Dispatcher's know which tech a customer prefers to have come out. It's a quick visual aide for them. 😊

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2 REPLIES 2

brandy_a
New Contributor III

We also use color coded tags for each of our technicians that we add to a Customer Record and/or their Location Record to help our CSR/Dispatcher's know which tech a customer prefers to have come out. It's a quick visual aide for them. 😊

@mirdesch Check out this idea!

Khiana Klatt
CSR ServicePlus Heating and Cooling